How to Create, Edit or Delete a Certificate

In this article:

• Overview
• Before you start
• How to create a Certificate
• How to edit a Certificate
• How to delete a Certificate
• Things to keep in mind
• FAQs
• Who can do this

Overview

A Certificate is a reusable award you can attach to learning — a Pathway, Course or Event — so your people receive recognition when they complete it. From the Certificates screen you can create the Certificates your organisation offers, edit their details, and delete ones you no longer need. Each Certificate can carry a provider, description, icon, an optional expiry period, and an optional PDF certificate file that is issued when a person earns it.

Before you start

Certificates must be enabled for your account. If you don't see the option, go to Settings → Features, switch on Enable Certificates on your account, and save. Once enabled, a Manage Certificates button appears in the same Features section that takes you to the Certificates screen.

How to create a Certificate

1. Go to Settings → Features and click Manage Certificates.
2. Click Create certificate in the top right.
3. On the Details tab, enter a Name (required). Optionally add a Certificate Provider, a Description, a provider Website URL, and an Icon image.
4. Use Does this certificate expire? to set whether the Certificate lapses. If it does, set the number of months it is valid for.
5. If the Certificate expires, you can set up expiry reminders under Notify on Certificate Expiry — switch on Notify Manager and/or Choose specific people to notify to pick individual people or Teams.
6. (Optional) On the Advanced tab, upload a Certificate File (PDF) to be attached when someone is awarded the Certificate. When a file is uploaded you can use Generate name on template to print the learner's name and award date onto it, and choose the page size.
7. Click Create certificate.

How to edit a Certificate

1. Go to Settings → Features and click Manage Certificates.
2. Find the Certificate in the list and click the pencil (Edit) icon in its row.
3. Change any of its details on the Details or Advanced tab.
4. Click Update certificate.

How to delete a Certificate

1. Go to Settings → Features and click Manage Certificates.
2. Find the Certificate in the list and click the trash (Delete) icon in its row.
3. In the Delete certificate confirmation, click Confirm Delete.

Things to keep in mind

• Creating and editing Certificates is only available on a desktop or tablet — on a mobile device the screen shows a message asking you to switch to a larger device.
• Name is the only required field. Provider, description, website URL, icon, expiry and the certificate file are all optional.
• The template customisation options (printing the learner's name and award date) only appear once you upload a PDF certificate file on the Advanced tab.
• Deleting a Certificate cannot be undone — you'll be asked to confirm before it's removed.

FAQs

Do I have to upload a PDF for the Certificate?
No. The certificate file is optional. If you don't upload one, the Certificate still records the award against the learner; the PDF is only attached when you provide a file.

Can I set a Certificate to expire?
Yes. Switch on Does this certificate expire? and set the number of months it stays valid. You can then optionally notify the person's Manager and/or specific people or Teams when it's due to expire.

Where does a Certificate get used?
Certificates are attached to learning — such as a Pathway, Course or Event — so people earn them on completion. Creating a Certificate here makes it available to attach to that learning.

Who can do this

Certificates are managed from within Settings, which only Owners and Admins can open, so in practice they create, edit and delete Certificates here. The underlying permission to create, edit and delete a Certificate is also held by Managers and Content Managers. People Managers, Instructors, Employees and Restricted users have read-only access and cannot create, edit or delete Certificates. Enabling Certificates for the account (under Settings → Features) is limited to Owners and Admins.

Updated on: 17/07/2026