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Navigating and Creating Groups
Navigating and Creating Groups

In this article, you'll learn to navigate one of Certifier's most important sections - Groups! You will also see how to create and manage them.

Caroline Tyrko avatar
Written by Caroline Tyrko
Updated this week

What is a "Group"?

A Group in Certifier represents a category of events or credentials (certificates and badges) that you issue. Each group allows you to:

  • Select a specific certificate and/or badge design.

  • Add detailed descriptions.

  • Choose delivery settings (email sender and email template).

  • Upload recipient details to award them accordingly.

Feeling unsure? No worries, we'll dive into more details right away!


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Navigating the "Groups" tab

Once you log into your Certifier account, the Groups section will be available at the navigation bar on the top of the page. All the Groups you create can be found there, and you can easily:

  1. Find any specific Group either by scrolling through the list or using the Search field.

  2. Create a new Group.

  3. Enter and change the Group's Settings.

  4. View all Credentials issued from a specific Group.

  5. Issue Credentials from any of your Groups.

  6. Delete a Group.

Creating a new Group

To create a new group, click on the Create Group button. If it's not your first group, you will see a pop-up reminding you about the option to reuse existing groups - you can go ahead by clicking on Create New!

💡 Tip: You can reuse the same group for recurring events. For example, for courses or webinars that take place a couple of times per year.

However, please note that if you change the group name or description, it will affect all the previously issued credentials!


Choosing Info & Appearance

The only step needed before you can save your group is choosing a name and design. To proceed, you'll just need to:

  1. Enter the chosen name in the Name field.

  2. Choose a certificate design, badge design, or both.

    You can choose any of your existing designs, or create a new one by clicking on +Create Certificate Design or +Create Badge Design.

💡 Tip: When you're creating a group, the "Certificate Design" field is marked as necessary. However, once you click on the +Add Badge Design button, you can select a badge and proceed without choosing a certificate 😊

3. Click on Create Group. And that's it!

Next Steps: Setting Up Your Group

Now that you've created your Group, it's time to fine-tune its settings to ensure your credentials are well-structured and professional. In the Adding and Updating Your Group’s Settings article, you'll learn how to customize descriptions, earning criteria, expiration rules, email delivery, and more.

Taking the time to configure these settings properly will enhance your credibility as an issuer and provide a seamless experience for your recipients.

And once you're ready to issue credentials, you can find more directions here!

Conclusion

Groups are the foundation of issuing credentials in Certifier. By organizing your certificates and badges into well-defined Groups, you streamline the issuing process and maintain consistency. With your Groups set up, you’re now ready to efficiently manage and distribute credentials while keeping everything organized.

If you have any questions or need assistance, feel free to reach out to us via chat or at [email protected] – we're happy to help! 🚀

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