Expiry Dates for Certificates

The expiry date feature allows administrators to assign expiration dates to certificates issued within the system, offering enhanced control over the validity and management of these certificates. Expiry dates can be configured either at the template level or for individual certificates, providing the flexibility needed to meet organizational requirements. This guide will cover the functionalities, advantages, and best practices for effectively managing certificate expiration within your platform.

Key Features and Advantages

• Versatility: You can set expiration dates at the template level for uniformity or adjust them for individual certificates as required.

• Automated Handling: Once established, the system automatically manages certificate expiration, including restricting access to expired certificates and sending automated reminder emails prior to expiration.

• Compliance Assurance: Manage certificate validity to comply with internal policies or regulatory standards effectively.

Configuring Expiry Dates

Follow these steps to assign expiry dates to certificates:

Step 1: Access Certificate Builder Navigate to the "Certificate Builder" section under the Memberships tab. Here, you can create and manage certificates.

Step 2: Setting the Expiry Date

• At the Template Level:

  • In the certificate template actions dropdown menu, find the option to set an expiry date.

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  • Select the desired expiration date for all certificates generated from this template. This expiry date will apply universally unless a specific certificate has a customized date.

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• At the Individual Certificate Level:

  • After issuing a certificate, you can customize the expiration date for that specific certificate.

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Step 3: Save Your Changes After selecting the expiration date, ensure that you save your changes by clicking the "Set Expiry Date" button. This confirms that the expiry settings are properly applied to either the certificate template or the individual certificate.

Frequently Asked Questions

Q: Can users access certificates after they expire?

• No, once a certificate has expired, users will no longer be able to view or access it. It's important to communicate the expiration dates and renewal procedures well in advance.

Q: When are reminder emails for certificate expiry sent?

• Reminder emails are automatically sent 2 and 7 days before the certificate’s expiration date.

Troubleshooting Tips

• Certificate Visibility Issues: If users are unable to view certificates, verify that the certificates are still within their validity period and that the expiration settings are correct.