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Once a certification is created in Exec, you can issue it to users.
1

Head to your Certifications manager

Navigate to the left-hand side of your workspace and select the “Certifications” tabScreenshot2025 10 10at9 58 22AM Pn
2

Select the certification

Click the certification you want to issueScreenshot2025 10 10at10 04 06AM Pn
3

Choose the user

Select “Issue Manually,” then search for and select the learner who should receive the certificationScreenshot2025 10 10at10 12 17AM Pn
4

(Optional) Add an internal note

Use this field to record why the certification was issued manually. For example, “Completed certification requirements earlier in the year.” These notes are internal only, and learners will not see themScreenshot2025 10 10at10 13 11AM Pn
5

Choose notification settings

You can decide whether or not to notify the learner by email. If notified, the learner will receive an email letting them know they’ve earned the certification, along with a link to their certification PDF
6

Issue the certification

Once you confirm, the certification is granted!
If a certification was issued incorrectly, you can revoke it by clicking the 3 dots next to someone’s name and clicking “Revoke”. Revocation is permanent - the learner loses the certification and it cannot be restored without reissuing. Use this option with care, especially if learners have already shared or referenced the credential.

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Viewing the Certification

After issuing, you can view or download the learner’s certification as a PDF by selecting the 3 dots next to their name (see above image) and selecting “View PDF.” This PDF includes:
  • The certification title and description
  • The workspace logo
  • The learner’s details
Screenshot2025 10 10at10 14 09AM Pn
Best Practices:
  • Document your reasons. Use the internal note field when issuing manually, so there’s a record of why the certification was granted.
  • Notify learners. Unless there’s a reason not to, notifying learners keeps them engaged and provides immediate recognition.
  • Use revocation sparingly. Only revoke if a certification was issued by mistake — not for performance reasons.
  • Plan ahead for automation. Structure certifications around programs now to make the transition to automatic issuing smooth when it becomes available.
✅ In short: Today, you certify others by manually issuing certifications through the Certifications app. In the near future, you’ll also be able to automatically certify learners when they complete designated programs.