> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Certificates

> Design, issue, and manage course certificates in Introw.

**Open in Introw:** [Certificates](https://app.introw.io/certificates)

## How it works

A **certificate** is a reusable, branded template - name, description, colors,
badge image, issuer, and how long it stays valid. When you award it to a partner,
they get an **issued certificate**: a shareable, verifiable page with an expiry
date based on the template's validity.

There are several ways to award one:

* **Auto-issue on course completion** - attach a certificate to a course; learners who complete it (and meet the passing score, if set) receive it automatically.
* **Manually** - award it to selected partners.
* **By segment** - issue it to everyone in a segment at once.
* **By workflow** - issue it as a step in an Introw workflow (including the HubSpot "issue certificate" action).

If a credential needs to be pulled, you can **revoke** it. Issuance and revocation
also reflect in your CRM when one is connected.

## Prerequisites

* **Write access to Certificates** (a separate permission from Courses - a course author may not have it).
* **AI features** enabled to generate a certificate for a course.
* A connected CRM for certification status to appear on partner records.

## Settings & configuration

Certificate settings live in two places: the reusable **certificate template**, and
a course's **Certificate** tab where you attach one.

### Certificate template

**Name & description** are the title and supporting text shown on the certificate.
**Validity period** controls how long the credential stays valid - a number of
**Days / Weeks / Months / Years**, or **Unlimited** (never expires), which is the
default. **Badge image & colors** are the artwork plus background and text colors
that brand the certificate, and **Issued by** is the team member shown as the
issuer on the credential.

### Course Certificate tab

**Certificate** is where you attach a template to a course so it's auto-issued when
a learner completes (and meets the passing score, if one is set).

### When issuing

**Notify recipients** is **off** by default and controls whether partners get a
notification when a certificate is awarded.

## Setup walkthrough

<Steps>
  <Step title="Create a certificate">
    From **Certificates**, create one - set name, validity, badge, and colors - or generate one for a course with AI.
  </Step>

  <Step title="Attach it to a course">
    In the course's **Certificate** tab, select the certificate to auto-issue on completion.
  </Step>

  <Step title="Issue ad hoc (optional)">
    Award it to individuals or a whole segment outside of course completion.
  </Step>

  <Step title="Manage validity">
    Rely on the validity period for expiry, and revoke a credential if it must be pulled early.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Create and auto-issue a certificate" icon="book-open" href="/features/courses/certificates/guides/create-a-certificate">
    Design a branded, time-bound certificate template, then attach it to a course so it is awarded automatically on completion.
  </Card>

  <Card title="Generate a certificate with AI" icon="book-open" href="/features/courses/certificates/guides/generate-a-certificate-with-ai">
    Create a course-matched certificate in one step, then refine and attach it.
  </Card>

  <Card title="Issue a certificate manually" icon="book-open" href="/features/courses/certificates/guides/issue-a-certificate-to-a-segment">
    Award a credential to individual partners or a whole segment at once, with an optional notification.
  </Card>

  <Card title="Revoke a certificate" icon="book-open" href="/features/courses/certificates/guides/revoke-a-certificate">
    Decertify partners and pull a credential when it no longer applies, keeping your CRM in sync.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Certificates use a separate write permission from Courses, so a course author may not be able to manage them. A course only auto-issues when a certificate is attached and (if set) the learner meets the passing score. Validity is locked in at the moment of issuance - changing a template's validity later doesn't re-date certificates already awarded.
</Warning>

## Troubleshooting

* **No certificate after completion** - no certificate is attached to the course, or the learner didn't meet the passing score.
* **Certificate not on the partner's CRM record** - confirm the CRM is connected and the partner's contact is linked.
* **Can't issue** - you may lack Certificates write access (distinct from Courses).