Manage Credentials Options

When creating a New Credential, administrators have the ability to select several different options. Here’s how you update the options:

  1. In Manage Credentials, click the  Down Arrow next to the Credentials category containing your credential.
  2. Select the credential you wish to edit.
  3. Click the Gear Icon next to Credential Options.
  4. Choose from the following options:

Pin to Schedule: Administrators have the option to keep the credential “pinned” and visible on the user’s home page Schedule.

However, once the credential has been completed, it will no longer show in the schedule on the home page, even if that option has been selected.

Viewable by user: Administrators can elect to give or not give users the ability to view their credential information in their own profile.

Editable by user: Administrators can allow users to modify their credential information in their own profile.

Contains start date: Administrators can create an active start date for a credential.

Contains expiration date: Administrators can set an expiration date for a credential. Please note an expiration date is required for setting up alerts.

Contains number: This option is for credentials or licenses that have a certification number.

    5.  Click Save.



Please see the following links for more information about Manage Credentials:


Manage Credentials – Overview

Manage Credentials – Creating a New Credential Category

Manage Credentials – Create A New Credential

Manage Credentials – Custom vs. Certified

Manage Credentials – Create Topics and Build Curriculum

Manage Credentials – Add or Modify Users in a Credential

Manage Credentials – Add Alerts

Manage Credentials – Credential History

Manage Credentials – Add Document

Manage Credentials – Credential Summary Report

Manage Credentials – Attaching CE Provider Information to a Custom Activity

Manage Credentials - Add Activities to a Credential

Quick Reference Guide - Adding a Custom Activity to a Credential