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Set up your organization, understand roles, and get your team training in one sitting.
View topic →Logging in, setting or resetting a password, invitation links, and sign-in error messages.
- Sign in to HIPAA Certify
- Reset a forgotten password
- Your first sign-in as an employee: set up your password
- Invitation link expired or shows "Access Denied"
- What sign-in error messages mean
Add, import, invite, edit, deactivate and remove employees; departments and job codes.
- Add an employee
- Invite employees so they can sign in
- Import employees from a CSV file
- Find, filter and update employees in bulk
- Edit an employee's name, email, department or job title
Add managers to help run training, what each role can do, and changing the account owner's details.
- Change the account owner's or a manager's email
- The weekly compliance email
- Turn off or snooze admin notification emails
Assign courses, set due dates, re-assign annual training, reminders, and taking training yourself.
- Assign training to employees
- Assign training to a whole department
- Due dates, overdue training and automatic reminders
- Assign annual refresher training
- Remove or change an assignment
For employees: finding your training, sections and quizzes, passing scores and picking up where you left off.
- Take a training: sections, quizzes and finishing
- Quizzes: passing score and retakes
- Devices, browsers and tips for a smooth training session
Viewing, printing and saving certificates, expiration dates, and verifying a certificate.
- View, print or save your certificate as a PDF
- View and print employees' certificates
- How long certificates are valid
- Verify a certificate (for employers and auditors)
Training log, audit-ready CSV, roster exports and the compliance numbers on your dashboard.
- Download the audit-ready training log
- Export employee rosters and training status
- Understanding your dashboard numbers
Plans and employee limits, subscribing, payment methods, receipts, plan changes and cancellation.
- Plans, pricing and subscribing
- Update your payment method
- Download receipts and invoices
- A payment failed: what happens and how to fix it
- Invoiced and university plans
Connect HIPAA Certify to Microsoft Entra ID (Azure AD), Okta or another SAML identity provider.
View topic →Missing emails, data security, free programs and tools, and how to reach support.
- Not receiving emails from HIPAA Certify
- Security and privacy of your training records
- Contact support
- Report a problem from inside the app
Most viewed
- Reset a forgotten password Request a password reset email, set a new password, and what to do if the email doesn't come.
- Export employee rosters and training status Download your employee list or every assignment's status as CSV or Excel, filtered however you like.
- Remove or change an assignment Take back training you assigned by mistake, or change its due date.
- Add an employee Add one person at a time, what each field does, and what happens next.
- Assign training to employees Pick employees and courses, set an optional due date, and understand who gets emailed.
- Download the audit-ready training log Export every training completion with dates, scores and certificate numbers for auditors.
- Invite employees so they can sign in Send invitation emails one at a time, to everyone pending, or to a selection — and what employees receive.
- Not receiving emails from HIPAA Certify Find missing invitations, reset links and access links, and get them allowed by your email system.