Topics Covered:

• Introduction
  • Product Certificates
• Approving Certificates
  • Account Certificates
  • Participant Certificates
• Users Access to the Media Items
• Removing a Certificate

Introduction

Account and Participant Certificates can be granted using Admin Approval. Product Account and Product Participant Certificates can also be approved on the same Admin Accounts page.  These Certificates are available to Users via their Account Dashboard upon approval. Certificates that have been approved can later be removed via the Admin Accounts page. Removed Certificates will no longer be available to Users via their Dashboard.

Product Certificates

See the Media Manager -- Product Account and Product Participant Certificates for more information.

Note: When a Product Participant Certificate with Approval is given to an Account/Participant, the Attendance requirement of the product is ignored.

Approving Certificates

Once an Account or Participant has completed your approval criteria, you can approve their certificate(s) on the Accounts page.

Account Certificates

Navigate to the Account on the Accounts page. Click the Certificates button to view the Account Certificates granted or grant a new certificate.

Click Add Certificate to Approve a new Account Certificate


Select from the Account Certificates with Approval created in your database.


Finally click Add Certificate to approve the certificate for this Account.



You will then see the Certificate applied to the Account.

Participant Certificates

Navigate to the Participant on the Accounts page. Perform the same actions as approving the Account certificate, simply on the Participant instead.

Product Certificates with Approval

Product Certificates with Approval are assigned just as Product Account Certificates and Product Participant Certificates are. See the Media Manager -- Product Account and Product Participant Certificates for more information.

After an Account has purchased the product that the certificate was assigned to, navigate to that Order on the Accounts page. Click the Certificates button on the Product Purchased.

This will show the certificates approved as well as allow you to Add Certificate.


After clicking Add Certificate, the certificates assigned to the Product that are of the type Product Account Certificate with Approval or Product Participant Certificate with Approval are shown in a drop-down.


Select the certificate you want to add, and click Add Certificate.


This will show the Certificate Added.

Users Access to the Media Items

Once a User has achieved a Media Item, they can access it via the Account Dashboard. The Dashboard is found by logging into to the Shopping Cart and navigate to Accounts --> My Account. There is a Certificates section, They can click the "Print" button on a Certificate to save or to print the Media Item. They will continue to have access to it every time the go to their Dashboard, and the system generated file name will not change.  

Removing a Certificate

To remove a Certificate, return the User's Account page in the Admin. Click on the Certificates button, click on the garbage can icon, and click "OK" in the confirmation modal. The removed Certificate will no longer appear on the User's Account Dashboard.

Also, Refunding and Removing the Ordered Product associated with a Product Account or Product Participant Certificates will also remove the Certificate.