Certifications, or confirmation of a user's qualifications or education, are attributes that label and identify users so that other people in the system have a better understanding of who they are. These Certifications are created and maintained by your organization and, once created, can be assigned to any General, Capture, Offline, Setup, or Inactive users.
Certifications can be grouped under Certification Folders for organizational purposes. These groupings will be represented in the Certification drop-down when filtering a List of users or adding a Certification to a user's profile.
"Certification" is the default name of this user attribute. Your organization may have given this attribute a different name.
Who can create a new Certification or Certification Folder?
Anyone with the "Global User Administrator" permission can create Certifications and Certification Folders.
People with other Administrator permissions may be able to access the Certifications Administration page, but will not be able to make changes to it.
Create a new Certification or Certification Folder
To create a new Certification or Certification Folder, navigate to the Certifications administration page, then:
- To create a Certification Folder or a single Certification, click Add at the top of the list of Certifications.
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- To create a new Certification Folder, click Create Folder in the resulting drop-down menu and the Create Certification Folder window will open.
To create a new Certification, click Create Certification in the resulting drop-down menu and the Create Certification window will open.
- To create a new Certification Folder, click Create Folder in the resulting drop-down menu and the Create Certification Folder window will open.
Pro Tip: To create a new Certification and have it automatically nested under an existing Folder, first click the Folder in the list of Certifications so that it's highlighted in blue, then click Add, and then click Create Certification.
- To create multiple Certifications at once, click Actions at the top of the list of Certifications.
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- Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
- Count: Enter the number of Certifications you'd like to create.
- Click Save.
- The specified number of Certifications will be created, each given a number (1-"Count") as its name. Edit each Certification to fill out its information as necessary.
- Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
Create a Certification Folder
In the Create Certification Folder window:
- Name (required): The name will be used to identify this Certification Folder.
- Description: Enter an optional description in this field. The description will appear when hovering over the Certification Folder's name in the list of Certifications.
- Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.
This icon will appear next to the Certification Folder when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Certification Folder's icon. Click Save on the drop-down to confirm your selection.
If this Certification Folder doesn't have an icon configured, this option will have no effect.
- Color: Expand this drop-down to select the color that should be used for the Certification Folder's icon. Click Save on the drop-down to confirm your selection.
- Click Save.
Create a Certification
In the Create Certification window:
- Name (required): The name will be used to identify this Certification.
- Description: Enter an optional description in this field. The description will appear when hovering over the Certification's name in the list of Certifications.
- Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.
This icon will appear next to the Certification when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Certification's icon. Click Save on the drop-down to confirm your selection.
If this Certification doesn't have an icon configured, this option will have no effect.
- Color: Expand this drop-down to select the color that should be used for the Certification's icon. Click Save on the drop-down to confirm your selection.
- Click Save.