Add or update contractor certifications

Learn how to add, update, and delete contractor certifications. You need the Certifications Manager user role to access these settings. 

How it works

When adding or editing a certification, you can:

  • Use certification types to group certifications.
  • Limit the certification's audience so it applies to all or some locations, role types, or groups.
  • Choose if certifications require documentation and if someone should be denied access if their certification expires. 
  • Specify who can verify a specific certification.
  • Keep certifications current by marking them either as active or inactive (no longer can be assigned).

Before starting, ensure your Account Owner has enabled the Certifications Management add-on and you've been assigned the Certifications Manager role

Add a new certification

Step 1: Add the certification detail

  1. Go to Tools > Certifications Manager.
  2. Click Create a New Certification.
  3. In the Certifications Detail tab, select the certification category: External or Internal.
  4. Select the certification type: Certificate, Degree, Diploma, License, Post Graduate, Health Records, or click Manage if you'd like to add a new certification type.
  5. Enter a name.
  6. (Optional) Add a description.
  7. Select the status: Active or Inactive.
  8. (Optional) Select the certification owner.
  9. Select the checkbox if you'd like to deny access if the certification is expired or incomplete.
  10. If this certification will also be enabled for employees, select the checkbox to allow employees to self-manage.
  11. Select the checkbox if the certification must have supporting documentation attached.
  12. Select the checkbox to require that the certification is verified, then choose the relevant roles. 
  13. Click Next


Step 2: Add the certification audience

  1. In the Audience tab, select Yes next to Contractors. 
  2. Choose which restrictions apply to the certification:

    All contractors can be assigned the certification

    Contractors with access to specific locations can be assigned the certification

    Contractors in select categories and groups can be assigned the certification

    Contractors with select contact role types can be assigned the certification
  3. Click Save.


Once the certifications have been created, you can add them to a contractor member profile

Edit a certification

Update a single certification

  1. Go to Tools > Certifications Manager.
  2. Click View next to the certification. 

  3. Update the required field.
  4. Click Next, then click Save

Update multiple certifications 

  1. Go to Tools > Certifications Manager.
  2. Select the checkbox next to each certification you want to update. 
  3. Click Run An Action, then select the action. Options include Make Inactive, Make Active, Remove, and Make Audience Employees. 
  4. Select the conditions (if applicable).
  5. Click Run Action

Delete a certification

You can only delete a certification if it isn't assigned to a person. If you don't want to unassign the certification, change the certification status to inactive instead. 

To delete a certification: 

  1. Go to Tools > Certifications Manager.
  2. Click Delete next to the certification. 

  3. Click Remove to confirm. 
Next step: If you'd like contractors to provide the details of a current certification, add it as a custom question in your sign in flow.