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Creating Credentials

Choosing Which Group to Create Credentials In 

First, you will need to select the group you wish to add credentials to. Clicking '+ Create Credentials' on the view of all your credentials will ask you to first select a group. Simply click the group you want. If your desired group has no badge design and no certificate design, you will need to select one before proceeding - otherwise your new credentials won't have an appearance!

 

Choosing Your Creation Method

You are able to upload a spreadsheet or enter info in a form. We accept most spreadsheet formats.

We recommend that you use a spreadsheet since it will be easier, faster, with less opportunity to make a mistake if you're intending to enter more than 5 credentials at once.

Spreadsheet Upload A: Assign Your Data to Accredible Attributes

Any column of information in your spreadsheet has one kind of data like: Recipient Name, Recipient Email, Grade, Issue Date, etc. If you are exporting your spreadsheet from a CRM (like Zoho or Salesforce) or an AMS (Capterra or Imis), the names of your columns might not line up exactly with the information Accredible expects to display on emails and certificates.

You need to assign each column to an Accredible attribute, so we know what to do with your data.

We make a best guess at which attributes correspond to your data. For example, if your column is titled 'Student_name' we will assume you mean 'recipient.name' and just let you confirm that it is right.

If there is information that you don't think you will use on Accredible, or doesn't line up with an attribute, you can choose to 'Skip' it and we will not save that information.

Once all of your columns have been assigned or skipped, you can go to the review step.

 

Spreadsheet Upload B: Review Warnings and Create!

You will have to deal with any errors detected from your spreadsheet upload: maybe the date format you selected causes some of your credentials to be created without a valid date - you will have to go back and select a different format.

Errors: These can be 'skipped' but credentials will not be created for any spreadsheet row that has errors. If you are shown errors, you should try to correct the issue, either by updating your spreadsheet or checking to make sure the date formats you have selected are valid.

Warnings: These are issues that we detect that might be errors, but maybe your data is correct. For instance, if you are attempting to create more than one credential for the same email address, we want to make sure that isn't a mistake. You will have to confirm that these warnings are ok before you are able to continue.

Creation Options: You can choose to publish your credentials right away - sending the recipient emails - without having to select and publish them. If you want to review them first, you can just select "I would like to create N new Credentials" and publish them later. Remember, we only deduct credits when the credentials are published, so you can create credentials without publishing, but credits will be deducted when you finally publish them.

 

 

Form Entry A: Enter Your Information

You are also able to create credentials by entering the recipients' information into a form. The initial form you are shown has only 1 row for 1 credential's worth of information, but you can click "+ Add Another Recipient" to create another entry. The form only has space for the required fields to create a credential, but you are also able to enter non-required information like grade or any custom attribute you have created. Just toggle "Show All Attributes" to see all the fields you can enter for each credential.

When ready, hit "Create Credentials" in the bottom right hand corner of the screen. Any errors will be highlighted on the form in red and you will have to fix them before advancing.

 

 

Success!

Once you are done, you are able to "Review" credentials which you have created, or go back to the credential list for this credential group. If you created credentials which were unpublished, you should "Review Credentials" and publish them to send them to your recipients. If you published credentials right away, we let you know how many credits were deducted.

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