Quick Start Guide 3 - Setting Up Groups

You've created your certificate design, now you're ready to create fully functional digital credentials with it. Before you do you'll need to create a group.

What is a ‘Group’?

‘Groups’ is the step between designing a certificate and publishing your credentials. You can create groups for a number of different reasons, such as:

  • Specific courses
  • Individual accreditations and achievements
  • Different events

One Design for Multiple Groups

One major benefit of groups is that you can issue a number of different credentials with different course names, but only use one certificate design! You don't need to create multiple versions of the same certificate design with minor changes on each one, you can keep the same certificate design for multiple groups, and attributes will make these minor changes (like course name or tutor's names) for you. Click here to find out more about how attributes work.

Adjust the Settings for Each Group

Groups also allows you to fine-tune how each credential within a group will behave. You might want one group of credentials to have an expiry date and another not to, or credentials from one group to be issued as private and credentials from another to be public by default. There are many ways in which you can customize how each individual group will work.

Here is our quick guide to help you start getting the most out of ‘Group Settings’.

The Overview

Clicking on 'Groups' at the top of your Accredible Dashboard will bring you to an overview of all the groups you currently have. To the left, you have a search feature which allows you to quickly find the group you are looking for if you have a large number of them. In the overview, you can see each group underneath its identifier (In the examples below I have used Course ID numbers as identifiers), along with a thumbnail of the certificate design being used by that group and its description.

Along the bottom of each group are a set of functions you can use to change group settings, start creating new credentials or view credentials already issued in said group.

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Creating a New Group

In the top righthand corner of the Groups, Overview click on the 'Create Group' button.

Creating a new group takes you straight to 'Credential Information', where you can enter the required information for your group and the credentials it will produce.

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Display Name: Whatever you put in this field will populate the attribute [group.course_name] on your certificate design. This can be the name of the course, license or achievement that your recipient has earned. Find out more about attributes and how to use them here.

Identifier: This is how you can identify your group in the Group Overview for easy searching. This is different from the display name because the display name may be the same for different groups. You can use a course code or other form of a unique identifier that separates this group from the others in your Accredible account.

Appearance: Here is where you select which of your certificate designs has the correct format and information on it for the particular group you are creating. If you are using an open badge you can select the correct badge you want this group to receive.

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Description: Expand upon what your credential means, what it qualifies your recipients to do, or include any other information that you feel is useful or relevant for your recipients and their potential employers. This is a great way to increase website traffic by giving information on how the credential was earned. 

Website: Here you can add a URL to a webpage of your choice, eg. your website's home page, or the web page where new customers can sign up and earn the credential from this group. This link will appear as a button on the published credential view labeled 'Issuer's Website'.

Now that you have entered all of the information mentioned above you are ready to hit 'save' and start publishing credentials to your students. Or you can use the 'Send yourself a preview' function at the bottom of the page to check how the information you've entered appears on the credential.

Customizing Your Group

To the left of the group page, you will see a list of other settings you can use to adjust exactly how this particular group works. Check out these guides for more information on each:

Keep in mind, you do not need to customize these settings for each group if you would like your settings to be the same across all new groups. You can set up default settings for all your new groups under default group settings at the top righthand corner of the Groups Overview.

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When making changes in 'Default Group Settings' please note that:

  • These settings will be applied to newly created groups by default.
  • Making changes here does not affect your existing groups.
  • You can override the default settings for an individual group.

Sending a Preview to Yourself

If you would like to check on how your certificate will appear 

Publishing Credentials from a Group

At the top of your group page, you will see a button called 'Create Credentials'. Click this to go straight to publishing credentials for this group. 

 

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You will be taken to the start of the credential issuing process.  To find out more click here.

Moving Credentials from One Group to Another

If you happen to publish credentials in the wrong group or would like to move them into another group, you can do this by following these steps:

  1. Find the group with the misplaced credentials in the overview. Click 'Credentials List'.
  2. In the Credentials list, find the misplaced credentials and check the box next to them.
  3. Click 'Move Credentials' at the top of the page.
  4. In the pop-up window, select which group you would like to move the credentials to and click 'Move Credentials'.

Your credentials will now appear in the correct group.

Has this article helped you? Let us know!