Skip to main content
Once a certification is created, you can issue it to learners manually from the Certifications app.

How to Issue a Certification

1

Go to Certifications in the left-hand navigation menu on your Exec Workspace

Demo Exec Com Rubrics(11)
2

Select the certification you want to issue

3

Click Issue Manually and find the learner

Search for and select the learner who should receive the certification.
Demo Exec Com Rubrics(12)
4

Add an internal note (optional)

Use this field to record why the certification was issued. These notes are internal only — learners won’t see them.
5

Choose notification settings

Decide whether to notify the learner by email. If notified, they’ll receive an email confirming the certification along with a link to their PDF.
6

Confirm and issue

Once confirmed, the certification is granted and the learner’s record is updated.

Viewing a Certification PDF

After issuing, click the three-dot menu next to the learner’s name and select View PDF to view or download their certification. The PDF includes the certification title, description, workspace logo, and learner details.

Revoking a Certification

Revoking a certification is permanent — the learner loses the credential immediately and it cannot be restored without reissuing. Use this option with care, especially if the learner has already shared or referenced the certification.
To revoke, click the three-dot menu next to the learner’s name and select Revoke.

Tips

  • Use the internal note field when issuing manually — it creates a record of why the certification was granted
  • Notify learners unless there’s a specific reason not to — it keeps them engaged and provides immediate recognition
  • Revoke sparingly — only if a certification was issued by mistake, not for performance reasons

Getting Help

Need help? Contact us at [email protected] for guidance on issuing or managing certifications.