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Navigating the Issued Certifications Table

Maya
Maya
  • Updated

Purpose

This article will teach you how to navigate the Issued Certificates table as an Allbound Administrator user and as a partner user.

 

Introduction

The key benefits of Certifications:

  • Manage Certifications to be issued on Learning Tracks
  • Automate Certification issuance on completion of Learning Tracks

  • Allow sharing of Certificates on LinkedIn

  • Allow verifiability of Certificates earned by partner users

 

Where to Find the Issued Certifications Table

Upon completing a Learning Track with an active Certification attached, all Allbound users regardless of their user role can easily view the Issued Certifications table.

 

1. Login to the Allbound platform

2. From the dashboard's left-hand navigation panel, click on the "Training & Pre-Sales" tab

 

help_center_certifications_badge_image_new_ui.png

 

3. Click on the "Issued Certifications" tab

 

help_center_certifications_badge_image_new_ui2.png

 

Outlining the Issued Certifications Table

The following actions can be done from the Issued Certifications table as an Allbound Administrator user:

 

help_center_issued_certifications_table_new_ui.png

 

A. Check Boxes: Click the top check box to "select all" table information. Or, click the check box next to select only one table row's information

B. Search Bar: Search for information from this table

C. The "Group By" button: Click this button to group the table by these two options:

    • Certification
    • Company

D. The "Options" button: Click this button to only show your own Certifications you have earned

E. The "Filters" button: The filter options are:

    • User Name
    • Certification
    • Training
    • Status
    • Company

F. The "Columns" button: Re-arrange and organize this table by customizing the columns. The column options are:

    • User
    • Certification
    • Training
    • Source
    • Status
    • Expiration
    • Company
    • Account Owner
    • Skills
    • Issued On

G. The "Export" button: Export and download this table in .excel file format

H. The 3-Dot Menu: click here to delete one user's issued Certification

 

Viewing the Issued Certification Table by User Role

As an Allbound Administrator User

When an Allbound Administrator user completes a Learning Track attached to an active Certification, a badge is issued to them and it will display within the Issued Certifications table. Within this table, Allbound Administrator users can view all issued Certifications for all users within the platform. Allbound Administrator users have access to the Group By, Options, Filters, Columns, and Export buttons.

 

As a User with an Owner User Role

When a user with an Owner user role completes a Learning Track attached to an active Certification, a badge is issued to them and it will display within the Issued Certifications table. Within this table, Owners can view all issued Certifications for the partner companies and their users they "own." Owners have access to the Options, Filters, Columns, and Export buttons.

 

As a Partner User with an Executive or Manager User Role

When a partner user with an Executive or Manager user role completes a Learning Track attached to an active Certification, a badge is issued to them and it will display within the Issued Certifications table. Within this table, Executives or Managers can view all issued Certifications of their colleagues from their same primary company (their "below" users.) Executives or Managers have access to the Options, Filters, Columns, and Export buttons.

 

As a Partner User with a Sales User Role

When a partner user with a Sales user role completes a Learning Track attached to an active Certification, a badge is issued to them and it will display within the Issued Certifications table. Within this table, a user with a Sales user role will be able to view only their own Certifications they have earned. Sales users have access to the Filters, Columns, and Export buttons.

 

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles to further learn about our Certifications feature:

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