Platform Overview

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Your Reward Management Platform.

• View real-time shopper engagement reports and analytics
• Download CSV exports of verification data
• Configure on-site messages
• Manage team access and permissions

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Authentication Methods

• Password-Based Login: Users create and manage their own passwords, reducing the risk of magic-link–related issues (such as intercepted or expired links).
• Single Sign-On (SSO): Login via Microsoft 365 or Google for seamless access.
• Enforced Two-Factor Authentication (2FA): All logins require a one-time code sent to your registered email address.
• Secure Session Management: Each login requires both a valid password and a fresh 2FA code.

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Account Management

Logging In

Navigate to the login screen to access your dashboard. Gocertify supports:

• Email/Password login
• SSO login Microsoft 365 or Google

SSO Login (Microsoft 365 or Google)

1

Select your SSO provider

Select your SSO provider from the list of available providers. The email you’ve been invited with must be managed by that SSO provider.

2

Select your account

Select the account you want to login with from the list of available accounts. This must be the same email you’ve been invited with.

Email/Password Login

1

Enter your email and password

Input the email that you’ve been invited with and your password.

2

Retrieve your 2FA code from email

You will receive an email with a 2FA code. If you don’t see it, check your spam folder or resend the code.

3

Enter your 2FA code

Navigate back to the login screen and enter the 2FA code.

Password Reset

To reset your password, or for users who joined Gocertify before we migrated from magic link to password login, you can reset your password via the login screen or directly from the forgotten password screen.

1

Select 'Don't have your password?'

In the login screen select “Don’t have your password?”

2

Enter your email

Enter your email address and select “Request a new password”

3

Check for password reset email

You will receive confirmation that the email has been sent. If you don’t receive it, check your spam or select “Haven’t received an email?”

4

Click 'Reset my Password' in the email

In the email you received, click “Reset my Password” to open the password reset page.

5

Enter your new password

A new tab will open and you can enter your new password. It must meet the validation requirements. Each requirement will turn into a green checkmark when met.

6

Password change confirmation

The page will update to confirm that your password has been changed and after 5 seconds you will be redirected to the login screen.

7

Login with your new password

You can now login with your new password.

Linking SSO and Password Accounts

If you have previously logged in with email/password, but now want to login with SSO, you can link your accounts by simply using SSO to login with the same email.There is also a path for doing this via profile settings:

1

View your profile settings

Click on your profile card and select “View Profile”.

2

Navigate to account security settings

Select “Security” from the sidebar menu.

3

Link your accounts

Under the “Connected accounts” section it will say “No connected account” and prompt you to logout and then login with SSO.

4

Linked account confirmation

Once this has been done successfully, it will say “Google/Microsoft account connected” and you can now login with SSO. If you want to disconnect the account, you can do so by clicking the “Disconnect” button.

Logging Out

To logout, click your profile card and select “Logout”.

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