Assign Certificates to Users in Bulk via Excel Importer

This article explains how to assign certificates to multiple users using a predefined Excel template you can upload into the system.

Downloading an Excel template #

1. Click on the Users in the main menu.
2. Select User profiles.
3. Click on the Load user certificates button.
4. Click on the Excel template to download it.

Filling out the Excel template #

The Excel template consists of a single sheet with four columns:

1. Username
2. Certificate ID
3. Valid from
4. Valid to

Here is an example of a filled-out Excel template with three records.

Remember that there can be an unlimited number of records in a single Excel file. We used three for simplicity.

Finding the certificate ID #

To find the certificate ID:

1. Click on the Tests in the main menu.
2. Select Manage Certificates.
3. Choose your certificate and check the ID filed.

Uploading the Excel file to assign certificates
#

1. Click Select file for uploading
2. Click on the Upload button

Assign certificates notification #

If you did everything right, you would see the following message:

Checking the user profile for the assigned certificates
#

To check the certificates you awarded to a single user, you can go to their profile and navigate to the Certificates panel.

How to create a certificate #

If you are new to YouTestMe GetCertified, you might want to check out our video that explains how to create a certificate.

Want to create a custom template for your certificate? We have that covered as well. Read our article on Adding Custom Certificate Templates.