Upload external certificates

Learners, managers, and administrators can now upload certificates earned outside the platform, directly from their Results page. Once the feature is activated, the new Import certificate option will appear, allowing users to import their external certificates as well as add a certificate title, delivery date, and expiration date.

When external certificate validation is enabled, reviewers are notified by email and can review, approve, or reject submissions directly from the platform.

If the credits feature is enabled in your platform, users can assign credits to their external certificates.

This feature is activated on-demand only for now. Contact your Client Success Partner (CSP) if you’re interested.

Enable external certificates

Once activated, platform admins can enable feature, choose whether external certificates will require validation, and select who is responsible for validations.

1. In the left sidebar, click on the platform group.
2. At the top right of the group page, click  Settings.
3. Click Certificate.
4. Enable Learners can import certificates themselves.
   • (Optional) Enable Validation of external certificates required.
   • (Optional) Under Reviewers, select who will be responsible for validation.

Note, if you enable certificate validations and assign managers as the reviewers, any learners that do not have a manager will have their validation request sent to the group admin.

Upload an external certificate

Admins, managers, and coaches can upload certificates (for themselves and others).

1. At the top right of the homepage, click on your profile picture, then Results.
2. Scroll down to the Certificates section.
3. Click Import certificate.
4. Click Select a file and choose the certificate you would like to upload.
5. Enter a Certificate name, Delivery date, and Expiration date.
6. Click Save.
   • If validation is required, the Save button will be replaced with Send for validation.

Upload an external certificate for another user

1. At the top of the homepage, click Users.
2. Click either the Current tab or the Deleted tab.
3. On the right side of the user's row, click View profile.
4. Open the Results tab.
5. Scroll down to the Certificates section.
6. Click Import certificate.
7. Click Select a file and choose the certificate you would like to upload.
8. Enter a Certificate name, Delivery date, and Expiration date.
9. Click Save.
   • If validation is required, the Save button will be replaced with Send for validation.

Validate an external certificate

Group admins or managers can validate external certificates if validation is enabled. When an external certificate is uploaded, the group admin/manager (depending on who is selected as the reviewer) will receive a notification that they have a pending validation.

1. Click the notification bell in the top right side of the homepage.
2. Under My tasks, select the certificate you would like to validate.
3. Verify the contents of the certificate.
   • (Optional) Click Edit to make changes to the certificate. 
   • (Optional) Leave a comment on the certificate validation.
4.  Select REJECT or VALIDATE.

Once the certificate is validated, the user will receive a notification letting them know if their certificate was rejected or validated.