What do you need to Issue Credentials?
Before you're ready to issue your first set of credentials, you'll need to prepare:
Design of your certificate or badge.
A Group from which you'll issue the certificates.
Recipients' list (the most important data you need is the recipient name and recipient email, but if you want to use custom attributes, you should prepare them as well).
💡 You can provide only recipient names if you don’t want Certifier to email credentials automatically. They’ll still be activated, and you can export the links/PDFs anytime.
Once everything is ready, you can start issuing credentials 🧑💻
👉 If you want to focus on specific functions, just jump to:
Now, let's dive into the details!
Start Issuing Credentials
To start the process, you just need to go to the Credentials tab and click on + Issue Certificates or Badges button:
Alternatively, you can also:
Go to the Groups tab.
Find the Group you want to issue Credentials for, by scrolling or using the Search field.
Click on + Issue Credentials button right there, or Enter the Group first.
No matter which way you choose, once you click on this button, you will see a selection window with options to:
Choose the way to add your recipients - either:
Add recipients manually.
Import the recipients using Spreadsheet.
Confirm whether you selected the right group and change it if needed.
Confirm that you have permission to use the personal data of your recipients.
❗️ By uploading a list of recipients, the Issuer certifies that they have the legal right to process and use the personal data of these recipients.
When you choose the options you want, just click on Add Recipients button, and you'll move to the next step according to your selection.
Adding recipients with a Spreadsheet
If you choose the option to upload recipients via Spreadsheet, you'll be directed to the next step, where you can:
Upload Recipient list - select the file you want to upload from your device.
Get a Spreadsheet template - download a sample file and fill it with your recipients' details.
Switch to manual Upload - add recipients manually instead.
If you encounter any issues while uploading the file, please refer to this article.
After choosing the file to upload, select the columns you want to include. To proceed, mark the columns to import and press on Next:
Once the file is uploaded, you'll be moved to our smart table view.
In the smart table, map each dynamic attribute to the column from the file. Feel free to skip the column if it's required.
💡 Did you notice any issues in your file, or import the wrong one? No worries - you can import another one using the Reupload Spreadsheet button!
If you want to add more recipients to this list manually, you can do that by clicking on + Add Recipient button.
Adding recipients manually
If you choose to add your recipients manually, the next step is filling in the details in our smart table. To start, you'll just need to press on + Add Recipient button.
The only required field to add a recipient is the Recipient Name. To have Certifier send credentials automatically, include the Recipient Email too.
Once you've added the details, press on green Save button on the right to save the recipient.
Adding Custom Attributes
Now that you filled in the basic details and/or mapped the values, you might want to add more information for your recipients, using custom attributes.
💡If you want to learn more about attributes, check out this guide!
To add them for your recipients, you'll just need to:
Click on + Add Attribute button
Select Attribute from the list.
And voila! The attribute is available to be filled.
Editing Recipients' details
You may notice some empty or incorrect values after uploading your recipients' list. You can easily edit any field by pressing the pen button under Actions.
Once you're satisfied with the results, just press on the green Save button, and if you want to cancel them - click on the red Cancel button:
💡Tip: You can freely edit any value, even if it's imported from your spreadsheet.
Preview Before Issuing
When you're ready to proceed, press on Preview Before Issuing button. You'll have the option to check all the credentials generated for your recipients, as well as the delivery email that will be sent to them.
If you notice you need to change anything, you can easily go back to the previous step:
You can also edit the issue date and expiration date for your recipients.
👑 Setting expiration dates is available to our Professional plan users and above.
If you did not provide any specific issue date in the previous steps, it will be set to the current day by default. To change it, you just need to click on the pen button next to the date and select the desired one from the calendar view:
If you want to learn more about the issue and expiration dates, take a look here!
Issuing your Credentials
Once you're happy with the credentials generated for your recipients, you can start issuing them!
You can choose to Issue Credentials or Create Draft Credentials. Here's how both options work:
Issue Credentials
When you choose to Issue Credentials, you'll be prompted to select the following settings:
When do you want to issue your credentials?
If you select "Issue immediately" option, you'll be able to proceed with the current settings. The credentials will be issued right after you click on the Issue immediately button.
If you select the "Schedule issuance for later" option, you will need to choose the date and time on which you want your credentials to be issued. After that, you'll be able to proceed using the Schedule for Later button.
Would you like to email your credentials to the recipients?
If you select Yes, the credentials will be automatically sent to all the recipients you provided emails for, right after your confirmed issue date (either immediately or at the scheduled time).
If you select No, the email will not be sent out after issuing.
Create Draft Credentials
If you don't want to issue the credentials right away, or you don't have any specific date in mind, you can choose to Create Draft Credentials:
After that, all the prepared credentials will be saved as a draft. You can find them in the Credentials tab, and issue them anytime you want!
Issuing Draft Credentials
When you're ready to issue the credentials saved as Draft, you can do that in the Credentials tab. To do so:
Enter the Credentials tab.
Use filters to easily locate your credentials - for example, click on + Add filters button → Credential → Status → is → Draft
Select credentials.
Press the Issue button.
Done! Your credentials are ready to go.
Conclusion
Issuing credentials in Certifier is quick and flexible, whether you're adding recipients manually or uploading a spreadsheet. With options to issue immediately, schedule for later, or save drafts, you have full control over the process.
Need more help?
If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]