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Manage your credentials

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

What are credentials?

Credentials let you store and manage workforce qualifications in one place, including certifications and external licences such as driver’s licences, first aid certificates, and high-risk work licences. This helps teams track valid, approved, and expiring qualifications to support compliance.

As an admin, you can organize credentials into credential types and manage them across your workforce. Each credential includes an issue date, expiration date, approval status, and version history, making it easier to monitor updates and renewals over time.

Credentials also help support compliance through onboarding workflows by keeping training records and qualifications in one place. This streamlines onboarding processes and helps teams confirm workers meet role requirements before starting work.

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 following required credential details:

    • Credential type: The type of a credential. For example, "Driver's license".

    • Issue date: The issue date of a credential.

    • Expiration date: The expiration date of a credential.

  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 bottom pop-up, tap User iconMy profile and select Credentials iconCredentials.

  5. Tap Plus icon 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 following required credential details:

    • Credential type: The type of a credential. For example, "Driver's license".

    • Issue date: The issue date of a credential.

    • Expiration date: The expiration date of a credential.

  8. Tap Save at the upper-right corner of your screen.

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 More vertical icon 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 bottom pop-up, tap User iconMy profile and selectCredentials iconCredentials.

  5. Select a credential.

  6. Tap More vertical icon 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. Tap Save at the upper-right corner of your screen.

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 More vertical icon 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 bottom pop-up, tap and select Credentials iconCredentials.

  5. Select a credential.

  6. Tap More vertical icon 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 bottom pop-up, tap 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.

You need to have "Platform management: Credentials" permission to delete credentials you’ve created and their associated media.

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