> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocertify.me/llms.txt
> Use this file to discover all available pages before exploring further.
# Platform Overview
> Your central hub for managing rewards, viewing analytics, and configuring promotions
## Your Reward Management Platform.
The [Gocertify dashboard](https://secure.gocertify.me/dashboard) is your central hub for managing reward campaigns, viewing shopper analytics, and configuring your promotions. Access is secured through password-based authentication with enforced two-factor authentication (2FA) to protect your campaigns and data.
**What you can do in the dashboard:**
* View real-time shopper engagement reports and analytics
* Download CSV exports of verification data
* Configure on-site messages
* Manage team access and permissions
## Authentication Methods
Access to the Gocertify platform is secured with:
* **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.
## Personal Account Management
Navigate to the [login screen](https://secure.gocertify.me/dashboard/login) to access your dashboard. Gocertify supports:
* Email/Password login
* SSO login Microsoft 365 or Google
Select your SSO provider from the list of available providers. The email you've been invited with must be managed by that SSO provider.
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.
Input the email that you've been invited with and your password.
You will receive an email with a 2FA code. If you don't see it, check your spam folder or resend the code.
Navigate back to the login screen and enter the 2FA code.
When you log in to the Gocertify dashboard for the first time, you'll be guided through a four-step onboarding process. This helps ensure you have everything configured properly from the start.
Enter your first and last name, and optionally upload a profile picture. You can also choose whether to allow Gocertify to collect usage data to improve your experience.
Tell us what kind of work you do. This helps us tailor the dashboard experience to your role, whether you're in marketing, e-commerce, affiliates, or another area.
Select the metrics that matter most to you in your day-to-day work, such as conversion rate, average order value, or customer acquisition cost. This will tailor your dashboard experience and help surface the most relevant data.
Choose whether you'd like to receive updates about key marketing events and opportunities. You can opt in to stay informed about relevant dates and campaigns, or opt out if you prefer.
Once you complete these steps, you'll have full access to your dashboard with your preferences already configured.
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](https://secure.gocertify.me/dashboard/login) or directly from the [forgotten password](https://secure.gocertify.me/dashboard/password_reset/new) screen.
In the login screen select "Don't have your password?"
Enter your email address and select "Request a new password"
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?"
In the email you received, click "Reset my Password" to open the password reset page.
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.
The page will update to confirm that your password has been changed and after 5 seconds you will be redirected to the login screen.
You can now login with your new password.
Your account may be temporarily blocked after multiple failed login attempts. This is a security measure to protect your account. You can unblock your account by resetting your password—no need to contact support.
If your account is blocked, you'll also receive an email with a "Reset Your Password" button.
Click the reset password link in the login error message or the "Reset Your Password" button in the email you received.
Follow the standard password reset steps: enter your email, check for the reset email, and set a new password.
Once you successfully set a new password, your account is automatically unblocked and you can log in immediately.
If you don't recognise the login attempts or continue to have issues after resetting your password, please contact [partners@gocertify.me](mailto:partners@gocertify.me).
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:
Click on your profile card and select "View Profile".
Select "Security" from the sidebar menu.
Under the "Connected accounts" section it will say "No connected account" and prompt you to logout and then login with SSO.
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.
To logout, click your profile card and select "Logout".
You can update your profile and preferences at any time by clicking your profile card and selecting "View Profile". From there you can access several settings pages:
**Account** — Update your name, profile picture, and department. You can also control whether Gocertify collects usage data to improve your experience.
**Security** — Change your password and link your Google or Microsoft account for SSO sign-in.
**Notifications** — Choose whether to receive product updates, marketing insights, and reminders for major retail events. Essential account and security messages will always be sent.
**Success Plan** — Select the 3 metrics that matter most to you in your day-to-day role. We use these to tailor your dashboard experience and personalise reward strategies.
## Brand Groups and Brand Regions
If your brand operates in multiple countries or markets, you can view and manage data across all your regions from a single dashboard. The region selector appears in the sidebar when you have access to multiple regions.
Click the region selector in the sidebar to switch between regions. The selected region's flag appears next to your brand logo.
When viewing Reports or Shoppers, you'll see an "All regions" toggle if you have access to multiple regions. Enable this to view aggregated data and export CSV files that span all your regions.
## Team Management
You can invite team members to your account by navigating to the "Members" section in the sidebar menu. Select "Invite Member" and enter the email address of the team member you want to invite. They will receive an email with a link to join your account.
When you invite a team member to your account, you can select their role from the following options:
| Role | Permissions |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Brand Admin** | Everything in Region Admin, plus: manage settings across all available regions. Brand admins always have access to all regions. |
| **Region Admin** | Everything in Creator, plus: manage settings in assigned regions, manage team members, manage alerts. |
| **Creator** | Everything in Viewer, plus: view shoppers & export contacts, view and manage placements (OSM), view and manage targets. |
| **Viewer** | View reporting. |
## Allowed Emails for Testing
Need to test the verification flow with your team? You can request specific email addresses to be pre-approved for your brand. When someone verifies using an allowed email address, they'll bypass the standard verification process and be automatically verified.
This is useful for:
* Team members testing the shopper verification experience
* Partners who need to demo the verification flow
* QA testing before campaign launches
To add or remove allowed emails for your brand, contact your account manager or reach out to [partners@gocertify.me](mailto:partners@gocertify.me).
## Need Help?
If you're having trouble accessing your dashboard, please reach out to [partners@gocertify.me](mailto:partners@gocertify.me) for assistance.