Learn how to add certifications and upload a document to a community profile. You need the Administrator user role to update a community member’s profile.
How it works
When you add a certification to a person’s profile you can record the following:
- When the certification was achieved. Record this in the Valid From field.
- When the certification expires or requires renewal. Record this in the Valid To field.
- The certification number (if applicable). Within each certification type, the number for each certification must be unique.
- Any supporting documentation.
You must add the certification to your account before assigning it to a community member.
Add a certification
To add a certification to a community member’s profile:
- Go to Locations, then select the location from the drop-down list.
- Under Communities, select a community where the member's profile can be found.
- Search for the community member, then click Edit next to their name.
- Select Member Certifications from the menu on the left.
- Click Add Certification.
- Select the certification type, then choose the certification.
- (Optional) Enter the certification number.
- (Optional) Enter a Valid From and Valid To date. These dates are not mandatory however Certification Expiry Reports will not include this person’s certifications if dates are not applied.
- Select the Verified checkbox to confirm that the certification has been checked. This field is only visible if you have verifier permission.
- (Optional) Drag a file from your computer into the document box, or click the box and select a file from your computer. Once a document is uploaded you can rename it, remove it, and view and download it.
- Click Save & Close.
The certification is now added to the community member's profile. You can view the certification to update it, view logs for any changes to the certification record, and remove the certification.