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Manage your credentials

Learn how to manage your credentials via the web app and the mobile app.

What are credentials?

The Credentials feature in SafetyCulture simplifies and streamlines the management of your workforce's qualifications. Whether it's certifications or external qualifications, like driver's licenses and first aid courses, our platform offers a single, organized repository for them all.

You can manage your own credentials or those of your workforce by categorizing them into different credential types. You can add new versions of credentials that are about to expire, view their approval status, and review their history. You can also track each version's activity, which logs the changes made on the issue date, expiration date, and media attachments.

Pairing with Training in SafetyCulture, Credentials ensures your teams have complete compliance. For example, a forklift operator can take a site induction course and have a forklift license as a credential for seamless on-site operations.

What you'll need

If you have "Platform management: Credentials" permission, you can also manage another user's credentials in your organization.

Add a credential

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Click Plus iconAdd credential on the right-hand side of the page. Add a credential in your user profile via the web app.

  4. Upload photos or PDF files of your credential.

  5. Enter the details accordingly.

  6. Click Save.

  1. Open the mobile app.

  2. Tap House-filled iconHome at the bottom of your screen.

  3. Tap your user profile icon at the upper-right corner of your screen.

  4. In the pop-up menu, tap on your user profile and select Credentials iconCredentials.

  5. Tap image at the upper-right of your screen. Add a credential via the mobile app.

  6. Upload photos or PDF files of your credential.

  7. Enter the details accordingly.

  8. Click Save.

Edit a credential

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Click image on the credential's right-hand side.

  4. Select Plus iconAdd version or Pencil iconEdit latest version to create a new credential version or update an existing one. Add or edit a credential version from your user profile via the web app.

  5. Update the credential accordingly.

  6. Click Save.

  1. Open the mobile app.

  2. Tap House-filled iconHome at the bottom of your screen.

  3. Tap your user profile icon at the upper-right corner of your screen.

  4. In the pop-up menu, tap on your user profile and select Credentials iconCredentials.

  5. Select a credential.

  6. Tap image at the upper-right of your screen.

  7. Select Pencil iconEdit credential or Plus iconAdd version to update an existing credential or create a new credential version. Edit a credential via the mobile app.

  8. Update the credential accordingly.

  9. Click Save.

View a credential's history

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Click image on the credential's right-hand side, and select History iconView history. View a credential's history via the web app.

  4. On this page, you can view all versions of the credential and select any of the versions to view more details.

  1. Open the mobile app.

  2. Tap House-filled iconHome at the bottom of your screen.

  3. Tap your user profile icon at the upper-right corner of your screen.

  4. In the pop-up menu, tap on your user profile and select Credentials iconCredentials.

  5. Select a credential.

  6. Tap image at the upper-right of your screen and tap History iconView history View a credential's history via the mobile app.

  7. On this screen, you can view all versions of the credential and select any of the versions to view more details.

View a credential version’s activity

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Select a credential.

  4. Click Activity from the tab on the left-hand side of the page. An example of a credential version's activity on the web app.

  5. In this tab, you can view changes made to the following fields of the user’s credential over time:

    • Issue date

    • Expiration date

    • Media files

View a credential’s approval status

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Select or search for the credential you want to view.

  4. View the approval status on the lower-right of the credential. View a credential’s approval status via the web app.

  1. Open the mobile app.

  2. Tap House-filled iconHome at the bottom of your screen.

  3. Tap your user profile icon at the upper-right corner of your screen.

  4. In the pop-up menu, tap on your user profile and select Credentials iconCredentials.

  5. On this screen, you can view the list of your credentials.

  6. View the approval status on the lower-right of the credential. View a credential’s approval status via the mobile app.

Deleting is irreversible, and we cannot restore permanently deleted items. Confirmation is always required before any deletion, so be sure you're not accidentally deleting the wrong item.

Delete a credential

  1. Log in to the web app.

  2. Click your username on the lower-left corner of the page and select My Profile.

  3. Click image on the credential's right-hand side, and select Delete iconDelete. Delete a credential via the web app.

  4. In the pop-up window, click Delete.

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