You can change numerous settings associated with your user account as well as those of organisations you are associated with if you have the appropriate assigned permissions.
From your personal dashboard, you can view and edit your personal settings. These apply to you as a user, acting in your own capacity. There are additonal settings for when you assume the role of a member of an organisation, and these are set by the organisation.
We've just updated the Personal Dashboard to combine the My Addresses and Account Security button with the Personal Settings. This has made room for the Analytics and Insights button and the Interact button. More details and updates to the screenshots below soon.
You will then see the following page:
In this example, the name of the person is Test Person.
Your first name and last name will have been added when you registered your user account or when a certificate was sent to you personally. In the latter case, the certificate will have had your first name and last name included on it by the issuer in order for the certificate to apply to you.
You can edit your first name and last name, but this could cause a name mismatch on any certificates that have already been issued. If a certificate has been issued incorrectly, e.g. with your name misspelt, the issuer should be contacted and they can edit the certificate if they agree with you.
This optional field is for other nicknames or shortened names you might use formally, like Bob instead of Robert. If you add one, it will appear in brackets after your name on your profile page. If a certificate is issued to you using your alias, it will not generate a name mismatch.
To help avoid typos and name mismatches, we can auto-complete your first name and last name when a certificate is being issued to you via an email address already associated with you. The issuer will see this result, which is why we make this optional. However, if they are about to spend credits issuing a certificate to your email address, it is very likely they already know your name.
At the very minimum your profile will just show your first name and last name. If you'd like to personalise it further, you can add a profile picture as a png or jpg file. This will be publically visible.
We provide some in-platform help messages, usually to help new users. Once you are familiar with the basic site functionality, you can untick this option to hide the messages. They are on by default to help new users. You can always visit this knowledge base by clicking the information icon on the far right of the top menu bar.
This is the balance of credits you have on your personal account for doing certain things in a personal capacity. When your account was created, we gave you some credits so you can try features out. We may add features in the future that individuals can spend their own credits on and these will be itemised in the price list. Note that when you spend credits on behalf of an organisation, the organisation's balance will change.
Press update to save your settings and you will be automatically forwarded to your personal profile page to review any changes.
From your selected organisation dashboard, if you have permission to do so, you can view and edit its settings.
On this page, you then have a number of headings and options.
This indicates if you have a blue tick to show that we have verified certain aspects of your organisation. We will be outlining how to prepare your account and request a blue tick in the future. If you have a blue tick and subsequently edit some details of your organisation, your blue tick may disappear and you'll need us to perform new checks.
Your organisation name will have been entered when you first added your organisation or when a certificate was first issued to it. In the latter case, the certificate will have had the orgnisation name included on it by the issuer in order for the certificate to apply to the organisation.
The organisation name should be the full legal name, as shown on incorporation documents or as listed in a national register. This may include Limited, Plc, LLP, etc.
You can edit your organisation name, but this could cause a name mismatch on any certificates that have already been issued. If a certificate has been issued incorrectly, e.g. with your organisation name misspelt, the issuer should be contacted and they can edit the certificate if they agree with you.
This optional field is for another name your organisation is known by, usually referred to as a trading name. If you add one, it will appear on the organisation's profile page as the main name with the organisation name (legal name) in brackets. If a certificate is issued to your organisation using your trading name, it will not generate a name mismatch.
You can add additional trading names delimited by commas, for example: My Trading Name One, My Other Name. If a certificate is issued with either name on the certificate, it will not generate a name mismatch.
The organisation number, type and country are not editible by you, as they form the unique identifier for your organisation.
When a certificate is issued to an organisation, we ask for these details to be provided by the issuer, as these parameters ensure the organisation is better identified. We realise this approach is not fool proof, but it goes along way to improving certification of organisations. We outline more details about organisation types, numbers and sources for this information in different countries here.
If your organisation's number, type and/or country are incorrect, please get in touch and we'll amend it for you, checking that there are no conflicts or duplicate organisations.
You can upload your organisation's logo as a jpg or png file. This will appear on your organisation's public profile page.
For added security, you can set a period of inactivity after which you and your colleagues that have access to this organisation will be logged out.
This will apply when a user has switched to this organisation.
Your organisation can have a policy that all users that can switch to your organisation must also have two factor authentication set up when they log in.
When ticked, this ensures that any new users you add to your organisation have an email address consistent with one of the domains you added in the section above. This helps to prevent you adding users to who are not bona fide members of your organisation.
Some organisation logos and branding look better on a black background (default) or a white background (tick this box). This is the colour of the upper band shown on your organisation's profile page.
The background behind your logo on your organisation's button shown on the 'select an account' page will also mirror this setting and will be visible through any transparent regions of your uploaded logo.
If your organisation issues any kind of certificate and may wish to use this platform to do so in the future, tick this box. This makes the certificate scheme and issued certificate features available. It is ticked by default.
If your organisation has a LinkedIn page, enter the identification number that they provide in this box. When you share any certificates that you have received as an organisation on LinkedIn, they will be associated with your LinkedIn's company profile.
You can locate you LinkedIn Company ID by going to your LinkedIn profile, clicking on your 'Me' dropdown in the top menu, and then selecting the Company (organisation) from the list of those you are a member of on LinkedIn. The number you need for our box is in the url, for example: ...www.linkedin.com/company/12345678/...
Sometimes users contact us about problems they are having with a particular certificate, such as a typo. In such cases, we like to pass on any queries as soon as possible to the relevant contact, such as the certificate scheme owner. By providing an email for customer services, we can do this more efficiently. This email address is not shown publically on your profile, but may become known to a user if we copy them in to message we send you.
This is the number of credits the organisation has for doing certain things, and may be spent by you or colleagues depending on the permissions that have been granted.
When your organisation was created, we provided some credits so you can try features out. We provide details about how credits can be spent in our price list.
Please provide the details for us to send invoices and/or receipts. This facilitates the process of adding credits to your balance when you request them.
Press submit to save your settings and you will be automatically forwarded to your organisation profile page to review any changes.