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Add and update credentials

Learn how to add and update credentials via the web app.

What are credentials in SafetyCulture?

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.

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.

If you have the "Platform management: Credentials" permission, you can also add and update credentials for other users via their profiles.

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. Select Credentials at the top of the page and click Plus iconAdd credential on the right-hand side of the page. Add a credential in your user profile via the web app.

  4. On this page, upload media files (photos or PDF files) of your credential and enter the details accordingly.

  5. Once you're ready, click Save. If you already have a credential of the selected type, click Update in the pop-up window to update that credential with a new version.

Bulk uploading credentials is only available to users with the "Platform management: Credentials" permission.

You can only bulk upload up to 20,000 credentials at a time.

Bulk upload credentials

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Credentials.

  3. Click image on the upper-right of the page and select Bulk upload CSV iconBulk upload (CSV).

  4. Click Download CSV template on the upper-right of the page.

  5. Open the CSV template and follow the instructions to add your credentials.

  6. Once you're ready, your CSV should look something like the following example: An example of a CSV prepared for bulk adding credentials.

  7. Go back to the web app and upload your CSV.

  8. Review the list of credentials you're uploading. If there are any errors, resolve each error, and then click Re-upload to try again.

  9. Once you're ready, click Next on the upper-right of the page.

  10. Upload the media files for each credential. By default, media attachments are required for each credential. However, if you want to skip and upload the credentials first, you can click Make media optional on the upper-right of the page.

  11. Once you're ready, click Finish and upload.

Update 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. Select Credentials at the top of the page.

  4. Click image on the credential's right-hand side and select Plus iconAdd version. Add a credential version from your user profile via the web app.

  5. On this page, upload media files (photos or PDF files) of your credential and enter the details accordingly.

  6. Once you're ready, click Save.

CSV troubleshooting guide

If there's an error in the CSV of credentials you've uploaded, we'll highlight it when you're reviewing the data. You can refer to the following potential errors for resolutions.

Error

Resolution

Credential type doesn't exist

Please ensure the credential type is created in your organization. If the credential type has been created already, check that the spelling in your CSV file is correct.

User doesn't exist

Please ensure the user is added to your organization. If the user is added already, check that the user's email in your CSV file is entered correctly, or that the user isn't deactivated.

Invalid date format

Please ensure the date format matches your profile's date and time format.

Expiration date is earlier than issue date

Please ensure the expiration date is on a day after the issue date.

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