Skip to main content
For when a credential must be pulled - a partner left the program, or a certification is no longer valid.
A certification is only trustworthy if it can be taken back when it no longer holds. A partner might leave the program, fail a re-check, or have been certified in error, and in each case you do not want them still showing as qualified to sell or deliver. Revoking pulls the credential and pushes that change through to your CRM, so internal teams stop treating the partner as certified.

​
What you’ll achieve

A revoked credential: the issued certificate is no longer valid, the partner stops showing as certified, and the change reflects downstream in your CRM.

​
Before you start

1

Confirm access

You need a team role with write access to Certificates.
2

Know who to decertify

Identify the partner or partners whose credential you need to pull.

​
Watch it

​
Steps

1

Open the certificate's certified list

Go to Certificates, open the credential, and view its Certified list, which shows the partners who currently hold it.
Open the certificate's certified list
2

Select the recipients to revoke

Choose the issued certificate or certificates you need to pull. You can revoke a single partner or several at once from the certified list.
Select the recipients to revoke
3

Confirm the revocation

Confirm to decertify. The selected partners immediately stop showing as certified, and the change syncs to your CRM so downstream teams see it too.
Confirm the revocation

​
Verify it worked

The selected recipients no longer appear as certified, and the revoked status propagates to the synced CRM certification record.

Issue a certificate manually

Award a credential to individuals or a segment.

Monitor course progress

Track readiness and CRM sync across courses.

Implementation reference

Issuance, validity, and revocation.