- Administration
- Credentials
- Manage credentials for users in your organization
Manage credentials for users in your organization
Learn how to manage credentials for users in your organization via the web 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.
Users can customize their notification settings to be notified when their credential is about to expire.
Please note that you need to have "Platform management: Users" permission to manage another user's credentials from the list of users in your organization.
Add a user’s credential
Click your organization name on the lower-left corner of the page and select Users.
Select a user.
Click
Add credential on the right-hand side of the page.
Upload photos or PDF files of the user’s credential.
Enter the following required credential details:
Credential type: The type of a credential. For example, "Driver's license".
User: The user a credential is associated with.
Issue date: The issue date of a credential.
Expiration date: The expiration date of a credential.
Click Save.
You can upload credentials for users in your organization in one go using CSV.
Edit a user’s credential
Click your organization name on the lower-left corner of the page and select Users.
Select a user.
Click
on the credential's right-hand side.Select
Add version or 
Edit latest version to create a new credential or update an existing one. Update the credential accordingly.
Click Save.
View a user's credential history
Click your organization name on the lower-left corner of the page and select Users.
Select a user.
Click
on the credential's right-hand side, and select 
View history.On this page, you can view all versions of the credential and select any of the versions to view more details.
View a user’s credential version’s activity
Click your organization name on the lower-left corner of the page and select Users.
Select a user.
Select a credential.
Click Activity from the tab on the left-hand side of the page.
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 user's credential approval status
Click your organization name on the lower-left corner of the page and select Users.
Select or search for the user to view their credentials.
View the approval status on the lower-right of the credential.
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 user’s credential
Click your organization name on the lower-left corner of the page and select Users.
Select a user.
Click
on the credential's right-hand side, and select 
Delete.
In the pop-up window, click Delete.
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