How do I add a certification or license?

Go to Team → Certifications, click Add certification, fill in the details, optionally attach a copy, and click Save.

Steps

1. Click Team in the left menu, then the Certifications tab.
2. Click Add certification.
3. Enter the Name, for example “First Aid / CPR”. Optionally add the Issuer, Number, Issued on and Expires on dates. Leave Expires on empty if it doesn’t expire.
4. Optionally choose a file under Copy of the certificate (optional).
5. Click Save.

To update or remove one, click Edit on it, change the details (or attach a new copy), and click Save, or click Delete.

Good to know

• You see only your own certifications. Admins see everyone’s.
• Admins can add a certification for someone else by choosing the Holder, and can switch between Mine and Everyone, filter by Expiry (All, Expiring in 30 days, Expired) and by Member.
• Your attached copy can only be opened by you and the company’s admins.
• When you renew, change the Expires on date. Reminders start again for the new date.
• The expiry date can’t be before the issued date.
• Read-only (viewer) accounts can’t add or change certifications.