Reference
Quick-lookup tables, glossaries, and FAQs for Certivant — roles and permissions matrix, email template variables, and answers to common questions.
What's here
Quick-lookup reference material that doesn't fit a step-by-step task page.
Reference tables
- Roles at a glance — the role tiers (owner, admin, member, and the team roles) and what each one can do.
- Teams & Roles — sub-accounts, team roles, and building custom roles from individual permissions.
- Concepts & glossary — every Certivant-specific term defined in one place.
Frequently asked questions
Common questions are answered inline on the task page they belong to — each page ends with a short troubleshooting section. The most-referenced ones:
- Billing, credits & plans — Billing & credits.
- Branding & custom domains — White-label basics.
- Which documents & checks apply — Verification settings.
- Sharing & embedding forms — Forms overview.
Super admins have their own reference set — a full roles × permissions matrix, the email template variables table, and a platform FAQ — under Administration → Documentation.