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Certification Management

Create and maintain Trust Center certifications with template-based setup, issue dates, expiry dates, and badge assets

Certification Management

Certifications in Admin Center are the trust signals shown on your Trust Center, such as SOC 2 or ISO badges.

Access

  • Admin
  • Content Manager

What You Can Manage

  • Certification title and description
  • Issue date and expiry date
  • A badge image
  • A supporting certification file
  • The template used to start the record

Certification List

The main Certifications page shows:

  • All certifications for the current tenant
  • Status buckets derived from validity dates
  • A quick path to create a new certification

The interface groups certifications into practical states such as valid, expiring soon, and expired.

Creating A Certification

The create flow supports:

  1. Choosing a template, or starting from a blank record
  2. Entering the certification title and descriptive copy
  3. Setting issue and expiry dates
  4. Uploading the main certification document
  5. Uploading or replacing the badge image

Templates come from the shared documents_templates data used by the app.

Important Product Behavior

  • New certifications are created as public Trust Center items
  • Badge upload and document upload are separate actions
  • If you need account-gated or NDA-gated evidence, manage that as a normal document instead of describing certifications as per-account resources

Editing And Cleanup

From the detail page you can update metadata, replace files, or delete the certification.

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