Certificates Setup
Certificate Setup allows you to customize and manage automated recognition certificates sent by the Bsharp Converse bot.
Getting Started
What is Certificate Setup?
Certificate Setup helps you define, manage, and personalize digital certificates awarded to team members, enhancing employee motivation and celebrating achievements.
Step-by-Step Guide: Setting Up Certificates
1. View and Manage All Certificates:
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Navigate to the Certificate Setup section on the left side pane.
- Here you can view all current certificates.
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Click the three-dot icon on certificates for additional options to enable/disable certificates.
2. Privilege Certificate Setup:
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Click "Privilege certificate setup" to manage privileged certificates.
- Search for specific certificates using the search bar.
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Assign access to users to specific certificates by selecting "Add" and searching for users.
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Remove access to users by selecting them from the dropdown menu and clicking "Remove."
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3. Edit Privileged Users:
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Click "Edit Users" next to any privileged certificate to modify user access.
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Add new privileged users by searching their names.
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Remove users from the Privileged users list by clicking the delete icon.
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Click "Update" to save your changes.
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4. Upload Custom Certificate:
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Click "Upload certificate" to create a new custom certificate.
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Upload a certificate graphic according to the recommended dimensions.
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Enter a "Certificate Name," provide relevant details, and optionally assign specific users.
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Click "Save certificate" to finalize.
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Certificates configured here will be available to recognize team members' achievements through personalized and meaningful recognition.
FAQs
1. How do I view existing certificates?
Navigate to the Certificate Setup section on the left pane to see all current certificates.
2. Can I temporarily disable a certificate?
Yes, click the three-dot icon on the certificate and select disable to temporarily stop its use.
3. How do I grant privileged access to certificates?
Go to "Privilege certificate setup," select "Add," search for users, and grant them access.
4. How can I remove privileged access from a user?
In "Privilege certificate setup," select users from the dropdown menu and click "Remove."
5. Can I edit which users have privileged access to certificates?
Yes, click "Edit Users" next to a privileged certificate to add or remove users.
6. How do I add a new privileged user to a certificate?
Within the "Edit Users" section, search for the user’s name and add them to the Privileged list.
7. Is it possible to upload my own certificate design?
Yes, click "Upload certificate," upload your custom graphic, and complete the required fields.
8. What are the recommended dimensions for certificate graphics?
Recommended graphic dimensions are displayed clearly in the upload area when creating the certificate.
9. Can I assign specific users to a custom certificate at the time of creation?
Yes, when uploading a custom certificate, you can optionally assign specific users immediately.
10. How do I finalize and save a new custom certificate?
After entering details and uploading the certificate graphic, click "Save certificate" to finalize.