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Manage credential types

Learn about credential types and how to create, view, rename, and delete them via the web app to help manage credentials across your organization.

What are credential types?

Credential types help you organize worker qualifications by grouping credentials based on the kind of qualification they represent. You can use credential types to separate licenses, such as driver’s licenses, forklift licenses, or trade licenses, from certifications like first aid or safety training certifications. By categorizing credential types, you can easily manage qualifications consistently across your organization and confirm that workers are qualified for their job.

Credentials types created in the organization shown on the credentials page.

Custom fields are not currently supported for credential types. If this is something your team needs, you can reach out to us to share your feedback.

What you'll need

Create a credential type

  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 Plus iconCreate type on the upper-right of the page. The credentials page showing the "Create type" button.

  4. In the pop-up window, enter the name of the type and click Create.

  5. Once created, you can upload credentials for your users, or they can upload for themselves.

View credential types

  1. Log in to the web app.

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

  3. On this page, you can view all credential types in your organization, including the total credentials for each type and how many are expiring soon or expired. Credentials types created in the organization shown on the credentials page.

Rename a credential type

  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 More horizontal icon on the credential type's right-hand side and select Pencil iconRename type. The credential type page with the option to rename a type visible.

  4. In the pop-up window, rename the credential type and click Rename.

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 type

  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 More horizontal icon on the credential type's right-hand side and select Delete iconDelete. The credential type page with the option to delete a type visible.

If there are existing credentials associated with the credential type, make sure to delete them before deleting the type.

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