Setup Certification Issuing Authorities

We recommend creating the Issuing Authority first and then the Parent / Child records that link to it.  

Note: If you don't have access to the Certification Tracking, please reach out to your Account Manager.

 

CHAPTERS

Add Issuing Authority
Editing Issuing Authority name

 

Add Issuing Authority

Once you've added the Issuing Authority, you can link it to the Parent / Child (Certification Category / Certificate) record.

  1. Click on Account & Settings
  2. Click on Table Editor
  3. In the Search Tables field, type: CERTIFICATE
  4. Click on the Certificate Issuing Authorities Tile

    Account Settings - Table Editor - Certificate Issuing Authorities.gif

  5. Enter a name in the New Item field for the Issuing Authority.
    Note: Default "System Setting" Issuing Authorities can't be edited or removed
  6. Click on the Add button
  7. Notice the new Issuing Authority is listed

    Certificate Issuing Authorities - Add new.gif

  8. Continue to add Issuing Authorities as needed
  9. Click Close

 

Editing Issuing Authority name

Note: System Settings can't be edited or removed
  1. Click on Account & Settings
  2. Click on Table Editor
  3. In the Search Tables field, type: CERTIFICATE
  4. Click on the Certificate Issuing Authorities widget

    Account Settings - Table Editor - Certificate Issuing Authorities.gif

  5. Locate the Issuing Authority that you want to edit.
  6. Click on the Edit button
  7. Update the name for the Issuing Authority
  8. Click on the Save button
    1. Notice the updated name for the Issuing Authority

      Certificate Issuing Authorities - Edit.gif

  9. Continue to update Issuing Authority names as needed
  10. Click on Close


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