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Organize the List of Certifications

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.

Two Line Ofie"Certification" is the default name of this user attribute. Your organization may have given this attribute a different name.


Who can organize the list of Certifications?

Anyone with the "Global User Administrator" permission can organize the list of Certifications.

People with other Administrator permissions may be able to access the Certifications Administration page, but will not be able to make changes to it.

How can the list of Certifications be organized?

Certifications can be nested under Certification Folders and arranged relative to each other. Certification Folders cannot be nested under each other, but they can also be placed in a preferred order.

This organization will be represented in the Certification drop-down when filtering a List of users or adding a Certification to a user's profile.

The list of Certifications can be:

Manually move Certifications and Certification Folders

To move a Certification or Certification Folder, navigate to the Certifications administration page. Next, locate the Certification or Certification Folder you want to move, then click and hold its name and drag and drop it into its new position. A dashed line will appear in its new position before you release it.

Dropping a Certification directly onto a Certification Folder will nest it under that Certification Folder.

Automatically alphabetize Certifications and Certification Folders

To quickly alphabetize the list of Certifications, navigate to the Certifications administration page, then:

  • Click Actions at the top of the list of Certifications.

The Certifications admin page with an arrow pointing to the Actions button

  • Click Alphabetize in the resulting drop-down menu and the Alphabetize window will open.
    • Click the All Folders and Values radio button if all Certifications and Certification Folders should be alphabetized or click the Just Values within Folders radio button if only Certifications nested under Certification Folders should be alphabetized.
    • Click Alphabetize.