Add or Modify Users in a Credential

Administrators can assign credentials to users through the Manage Credentials application. Here’s how it works:

  1. In Manage Credentials, click the Down Arrow next to the Credentials category containing your credential.

  2. Select the credential to which you would like to update the users.

  3. After opening the credential, click the Gear Icon in the Users box.

  4. Click Add or Modify as applicable.

Adding Users:

  • Select from the available list of users. This list will include any Active or Offline user who isn't currently enrolled.
  • Pick a Start and Expiration Date for all users Selected (if they will have different dates, you will have to pick one for now and then go in and Modify the other users on the main Users screen).
  • Click Finish to complete.

Modifying Users:

  • Select from the list of enrolled users.
  • Choose a new Start and Expiration Date for the group (this is the fastest way to Mass-Update credential dates).
  • Click Finish when complete.


NOTE:  You can also add or edit an individual's credentials under Manage Users.


Please see the following links for more information about Manage Credentials

Manage Credentials – Overview

Manage Credentials – Creating a New Credential Category

Manage Credentials – Creating a New Credential

Manage Credentials – Custom vs. Certified

Manage Credentials – Create Topics and Build Curriculum

Manage Credentials – Manage Credential Options

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