Manage Credentials Options

When creating a New Credential, administrators have the ability to select several different options.

Here’s how to:

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:
   
   

This credential requires: 

• Start date: Administrators can create an active start date for a credential.
• Expiration date: Administrators can set an expiration date for a credential. Please note an expiration date is required for setting up alerts.
• Credential Number: This option is for credentials or licenses that have a certification number.

Allow users to view and/or edit this credential:  

• Allow users to view: Administrators can elect to give or not give users the ability to view their credential information in their own profile.
  • Pin to Schedule: Administrators have the option to keep the credential “pinned” and visible on the user’s home page Schedule.
    Note: Once the credential has been completed, it will no longer show in the schedule on the home page, even if this option has been selected.
• Allow users to edit: Administrators can allow users to modify their credential information in their own profile.

     5. Once you are done, 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 – Creating Credential 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