What are credentials?
Credentials are the workforce qualifications your team needs to track and renew. These include certifications and external licenses, such as driver's licenses, first aid certificates, and high-risk work licenses. As an admin, you can organize credentials by type, manage qualifications across your workforce, approve or reject submissions, and configure credential settings in your organization. Users can also submit and update their own credentials directly.
Each credential captures an issue date, expiration date, approval status, and version history. Use this to monitor renewals and confirm users meet role requirements before starting work. You can upload credentials in bulk via CSV or download credentials for reporting. This gives you full visibility of qualifications across the workforce and connects to onboarding workflows to support compliance.
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 Credentials.
Select a credential type.
Click Add credential on the upper-right 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 and close.
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 Credentials.
Select a credential type.
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 and close.
View a user's credential history
Click your organization name on the lower-left corner of the page and select Credentials.
Select a credential type.
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 Credentials.
Select a credential type.
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 Credentials.
Select a credential type.
Select a credential.
Click Details from the tab on the left-hand side of the page and view the approval status.
Archived credentials don't trigger expiry notifications, and you can't add or edit their versions.
Archive a user's credential
Click your organization name on the lower-left corner of the page and select Credentials.
Select a credential type.
Click on the credential's right-hand side, and select Archive.
You can't approve or reject an archived credential. To approve or reject it, restore the credential first.
Restore a user’s archived credential
Click your organization name on the lower-left corner of the page and select Credentials.
Select a credential type.
Click Show archived on the upper-left of the page to filter by archived credentials.
Click on the credential's right-hand side, and select Restore.
If you have "Companies: Manage" permission, you can also archive credentials from the Contractors dashboard and the company profile.
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 Credentials.
Select a credential type.
Click Show archived on the upper-left of the page to filter by archived credentials.
Click on the credential's right-hand side, and select Delete.
In the pop-up window, click Delete.
You need to archive a credential before you can delete it.
