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How to Create and Manage Certificates

YouTestMe provides users with the ability to generate certified tests, allowing candidates to receive certificates upon completing assignments. This article comprehensively explains how to create, integrate, assign, and manage user access to certificates.

Creating a Certificate

To create a new certificate from the Manage certificates module, follow these steps:

  1. Navigate to the Tests page in the main menu.
  2. Choose Manage certificates.
  3. Initiate the certificate creation process by clicking the New certificate button.

Tests- Manage Certificate - Create new

  1. In the Create certificate form, select an available certificate template or upload a custom template using the Add new template button (For more details on certificate templates, refer to this article).
  2. Provide the certificate’s title and optionally include a subtitle, company name, and an external ID for integration with external systems.
  3. Define the certificate’s validity (either unlimited or limited). If limited, specify the validity period in days.
  4. Upload images for the certificate’s background, logo, and organization logo.
  5. Use the View button to preview the certificate.
  6. Save the created certificate by clicking the Save button.

Create a Certificate - Certificate elements

The displayed certificate elements will depend on the chosen template.

Certificate preview

Assigning a Certificate To a Test

Once the certificate is ready, you can assign it to a test:

  1. Click on the desired certificate in the Manage certificates module and go to the Tests tab.
  2. Select the Link tests to this certificate button to assign the certificate to one or more tests.
  3. In the popup window, select the desired test or tests and click the Confirm button to save the changes.

You can attach a certificate to a test during the test creation in the sixth step of the test creation wizard. To assign a certificate to a test during the test creation process, follow the steps:

In the Certificates tab in the Test creation wizard, click the Add Certificate button.

Create a certificate - Test creation wizard

  1. Select a previously created certificate from the drop-down menu.
  2. Alternatively, you can create a new certificate following the instructions provided above.
  3. Furthermore, you have the option to customize the information displayed on the certificate by checking the box in front of the element name.

Add or create a certificate - Test Wizard

You can also add a certificate to the tests you’ve created from the test settings.

To add a certificate to a published test, follow these steps:

  1. Select the test to which you want to add certificates in Manage Tests.
  2. In the Settings tab, click on the Certificates option.
  3. Select the Add certificate button to add an already created certificate or create a new one.

Note: You have the flexibility to incorporate multiple certificates into the test.

Manage Access to Certificates

The admin role can grant or revoke candidates’ permissions to view the certificates earned on both the My Certificates section, accessible from the candidate’s profile, and the test’s Personal Report page.

To provide users with access to their certificates, kindly proceed through the following steps:

  1. On the main menu, navigate to Users, then select the Roles and permissions option.
  2. Select the desired role and the Edit option in the Actions column.

Scroll down for the Enable viewing of achieved certificates permission in the permissions list and check the box beside it.

To save the changes, click the Update button at the bottom of the permissions list.

Roles and permissions - Update permissions

Subsequently, the My Achieved certificates section will become visible within the candidate’s profile and on personal reports for completed tests.

For video instructions on how to design a certificate, you may watch this video.

For more related instructional materials, please visit:

Assigning certificate to a candidate manually

  1. Select Users in the main menu and select User profiles. The list of all users in the system will be displayed.
  2. Use the search box to find the user to whom you want to assign the certificate. Click the username to open the user’s profile.
  3. In the Certificates tab, click on the Assign Certificate button.
  4. From the drop-down menu, select which certificate you want to assign to the candidate.
  5. Enter the dates in the Valid from and Valid to fields, depending on how long you want the certificate to be valid for a particular candidate.
  6. To save the changes and assign the certificate, click the Create button.
  7. When the certificate is awarded, the candidate can download those certificates in the My Certificates tab, by clicking on the “download” icon in the Actions column.

Assigning a Certificate Manager

To assign a certificate manager, navigate to

  1.  Tests and Select the Manage certificates option from the side menu.
  2. Choose one certificate from the list.   
  3. Navigate the Managers tab.
  4. Click the Assign managers button.When you click the “Assign managers button“, the pop-up window will open. In the pop-up window:
  5. Select the user from the list by ticking the box next to their username.
  6. Click the “Confirm” button to assign the selected users.

Defining Certificate Conditions

Only candidates who pass a test can receive a certificate by default. However, some tests require different certificates based on various factors, such as the candidate’s score. YouTestMe provides the flexibility to define certificate conditions.

Adding Certificate Conditions in the Manage Certificate Section

  1. From the main menu, go to Tests and select Manage Certificates.
  2. Choose the desired certificate.
  3. Then navigate to the Tests section. You can find or add the tests you want to link to the certificate here.
  4. Click the Edit Conditions button next to the test name.
  5. In the certificate conditions dialog, choose the condition type: And or Or.
  6. Select the data that should serve as the condition for obtaining the certificate.
  7. You can add more conditions by clicking the Options button.
  8. Use the Save button to save the changes.

If needed, use the Reset button to remove all conditions, or select the condition you want to remove and click the Delete button.

Adding Certificate Conditions in the Test Settings Section

You can also edit certificate conditions in the test settings:

  1. In the main menu, select the Tests/ Manage tests tab.
  2. Select the desired test, then go to the Settings section.
  3. In the side menu, select Certificates to add or edit certificates linked to the test.
  4. Click the three dots next to the desired certificate name and select Edit Conditions.

Follow the same steps described above to add conditions based on the test requirements.

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