Company filter

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Certificate filter

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Admin instructions

Site navigation
Dashboard
Clients - Steps for creating NEW customers
Managing clients
Certificate info and Sending e-mails
Templates
Newsletter
User management

Site navigation

Select issuer - (dropdown) Only for Admins with access to multiple issuer accounts
Dashboard - Overview of issued certificates and clients
Clients - List of clients
Certificates - List of certificates and also used for exporting information
Certificate types - (read only) list of different certificates
Groups - (read only) Certificate groups
Templates - (read only) for issuer so you may verify your content
Issuer profile - Issuer information and permissions
Newsletter - Used for mass mailing

Dashboard

Dashboard represents general information on how many certificates have been issued and their fluctuation over time (left side). Here you’ll also find a list of companies which certificate will expire in next 30 days and a list of companies who’s certificate has expired(invalid) in the last 30 days (right side) You also have an option to ‘Add client’ directly from dashboard by clicking ‘+ Add client’ button.

Clients - Steps for creating NEW customers

Step 1 :: Create client
Step 2 :: Add domain
Step 3 :: Add certificate

All customers which will have your certificates must be added here first.

1. From Dashboard
Dashboard Click on ‘+ Add client’ and a new page will open. button on dashboard

2. From Client list
Or from clients list: Navigate to ‘Client’ tab and click ‘+ Add client’ button on client page

Create new client:

Step 1

enter the client’s information. Most of the fields are self-explanatory, so we’ll just mention the field ‘Verified page path’. This should be the short company name in ASCII (letters A-Z, numbers 0-9 and '-') no space or special characters allowed.

For example if the company name is Client Ltd. enter only 'client'.

When you're finished click 'Save & add domain'.

Step 2

Add domain (for client with web pages) / Skip domain (for clients without web pages)

you enter clients domains on which certificate will reside on. One or multiple domains may be entered be using the '+ Save & add additional domain' button.

1. Add the domain name only (without ‘http://’; example: newdomain.com). You can also enter a subdomain (example: sub.newdomain.com).

2. Add a description of the website. Description is displayed on verified page under ‘Commercial websites’

If the client does not have a domain you may skip this step by clicking 'skip & add cert'

Clicking 'cancel' will take you to 'Clients' page. The client has already been saved and you need to set the domain and certificate over on client page.

Step 3

Create certificate

1. Choose your certificate type in the dropdown and certificate level, if there are more then one. Certificate type are installed by SafeSigned representatives.
Select CERITFICATE TYPE

Select LEVEL

2. Valid from and valid to date is set to today and + 1 year. Change if necessary

3. Select all domains where the certificate is allowed to display. Hold ‘shift’ + click to select multiple domains, if available.

You will find list of certificate owners on 'Clients' navigation

Client/Owner overview

Edit client details – when accessing the client via 'view & edit' button or click on companies name.

Add domain

Click on the client and then on the client’s view page click the button ‘Add Domain’.
Add the domain name only (without ‘http://’; example: newdomain.com). You can also enter a subdomain (example: sub.newdomain.com).
Add a description of the website. Description is displayed on verified page under ‘Commercial websites’
Once you ‘Add’ it you can view, edit or delete the domain.

Add certificate

Choose your certificate type in the dropdown. Certificate type are installed by SafeSigned representatives.
Select level, if there are more then one.
Choose from when the certificate is valid and when it expires.

Extending certificate validity - regular

Edit certificate – click the button ‘+ Extend’ to add 1 year to valid to date

Extending certificate validity - irregular

In cases when customer skips a year or more of his subscription or he does not meet the required criteria, next time he orders the certificate, date ‘Valid from’ need’s to be adjusted

Edit certificate - open calendar and change 'Valid from' date to the day it was ordered again so it is different from the original 'Date created'.

Invalidating certificate

Certificate expire by default when today’s date is greater then ‘Valid to’. If you need to force the invalid state because the client does not meet the required criteria you may click the ‘- Invalidate’ button and the ‘valid to’ date will be adjusted to present year minus one day.

Example: if today is 20.4.2017, the ‘valid to’ date will be set to 19.04.2017

You may also manually change the date by writing it or choosing it from the calendar.

Certificate info and Sending e-mails

Left – Certificate detailes
Right – preview and send e-mail

Create and send emails with checking available parts (the content and general attachments (installation instruction, graphics, QR code, code for online seals)) of all parts are set in accordance with Connet when setting up the account. They can be changed anytime in accordance with Connet). You may also add your own attachments for specific certificate owner(client).

Templates

Read only feature for issuers and may only be edited by CONNET. Here you may see the e-mail and documents that are being sent to certificate owners(clients).

Template types:

Certifcate PDF
Printable version of certificate in A4 format.
Web certificate email – first email to client
First email to client with online code and other optional attachments (instructions, QR code, printable certificate)
Follow up email – extend certificate email
Follow up email to client with optional attachments (updated QR code, printable certificate)
Activity report emalis
A report for clients if there was any online copy attempts
Newsletter

Template preview

View – preview of all sent newsletters on the issuer level.

Newsletters and other e-mails may be sent to all your clients or just a specific industry. All templates are managed by CONNET. For creating or editing templates contact info@safesigned.com

User management

As an ‘Issuer Admin’ you may edit all Issuer details under the Issuer profile. As a user you may also edit your information by clicking on your user name.