Certification Management

The Certification Management system allows you to create, organize, and display compliance certifications and security badges on your Trust Center. Showcase your organization's compliance achievements and build trust with customers through verified credentials.

What You'll Learn

• How to view and organize certifications
• Creating new certifications and badges
• Managing certification templates
• Uploading and validating certificate documents
• Controlling certification visibility and access

Prerequisites

• Admin or Account Manager role required
• Access to the Trust Center Admin interface
• Valid certification documents (PDF format recommended)

Certifications Overview

The main certifications page provides a centralized view of all your compliance certifications, security badges, and trust credentials.

The certifications dashboard showing all available certificates and badges

Key Features

📋 Certification Library

• View all certifications in a organized grid layout
• Filter by certification type, status, or validity period
• Quick actions for editing and managing certificates

🎨 Visual Badges

• Display attractive certification badges
• Customize appearance and branding
• Preview how badges appear on Trust Center

⚡ Quick Actions

• Create new certifications
• Upload certificate documents
• Edit certification details
• Manage visibility settings

Certification Types

Managing Certifications

Certification Grid View

The main interface displays certifications in an organized grid layout:

• Badge Preview: Visual representation of the certification
• Certification Name: Clear title and identifier
• Validity Period: Expiration dates and renewal status
• Access Level: Public, restricted, or NDA-protected
• Status Indicators: Active, pending, or expired badges

Search and Filtering

Use the powerful search and filter system to organize certifications:

Search Options:

• Certification name or identifier
• Issuing organization
• Certification type or category
• Validity period or expiration date

Filter Categories:

• Active: Currently valid certifications
• Expiring Soon: Certificates requiring renewal
• Draft: Certifications being prepared
• Archived: Historical or expired certificates

Creating Certifications

Quick Create Process

1. Click "Add Certification" to start the creation wizard
2. Select Certification Type from available templates
3. Upload Certificate Document (PDF, PNG, or JPG)
4. Configure Details including validity period and access level
5. Preview Badge appearance on Trust Center
6. Publish to make available to customers

Certification Details

Each certification includes comprehensive information:

Basic Information

• Title: Clear certification name
• Description: Detailed explanation of compliance scope
• Issuing Organization: Certifying body or authority
• Certificate Number: Unique identifier

Validity Management

• Issue Date: When certification was granted
• Expiry Date: When renewal is required
• Renewal Reminders: Automated expiry notifications
• Grace Period: Extended validity for renewal process

Access Control

• Visibility Level: Public, restricted, or NDA-required
• Account Access: Specific customer account permissions
• Document Protection: Password or authentication requirements

Visual Presentation

• Badge Design: Custom certification badge appearance
• Logo Upload: Certification authority logos
• Color Scheme: Brand-consistent styling
• Display Order: Priority on Trust Center

Advanced Features

Template System

Common templates include:

• ISO 27001: Information Security Management
• SOC 2 Type II: Service Organization Controls
• PCI DSS: Payment Card Industry Data Security
• GDPR Compliance: Data Protection Regulation
• HIPAA: Healthcare Information Privacy

Batch Operations

Efficiently manage multiple certifications:

• Bulk Upload: Import multiple certificates
• Batch Editing: Update common fields
• Status Changes: Activate or archive multiple items
• Export Options: Generate certification reports

Integration Capabilities

Connect with external systems:

• Compliance Platforms: Sync with Drata, Vanta, etc.
• Document Management: SharePoint, Google Drive integration
• Notification Systems: Slack, email alerts for renewals
• API Access: Programmatic certification management

Best Practices

Certification Organization

• Consistent Naming: Use standardized certification titles
• Regular Updates: Keep validity periods current
• Quality Documents: Upload high-resolution certificate files
• Access Control: Set appropriate visibility levels

Renewal Management

• Advance Planning: Set renewal reminders 60-90 days early
• Document Preparation: Maintain certification documentation
• Status Tracking: Monitor expiration dates regularly
• Stakeholder Communication: Notify relevant teams of renewals

Trust Center Presentation

• Strategic Display: Showcase most relevant certifications prominently
• Visual Consistency: Maintain brand-aligned badge designs
• Customer Context: Display certifications relevant to each account
• Performance Optimization: Optimize badge images for fast loading

Common Tasks

Troubleshooting

Upload Issues

• File Size: Ensure certificates are under 10MB
• Format Support: Use PDF, PNG, JPG, or SVG formats
• Image Quality: Upload high-resolution documents for clarity
• File Corruption: Try re-saving or exporting the document

Display Problems

• Badge Rendering: Clear browser cache and refresh
• Access Permissions: Verify your role has certification management rights
• Template Loading: Check internet connection for template downloads

Integration Issues

• API Limits: Respect rate limits for programmatic access
• Authentication: Verify API keys and permissions
• Sync Delays: Allow time for external system synchronization

Next Steps

Related Resources

• API Documentation: Certifications
• Brand Guidelines: Badge Design
• Compliance Templates Library
• Trust Center Configuration

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Need help with certification management? Check our support documentation or contact the admin team.