Use certificate types to define the selectable options users see when uploading external certificates to their profiles. This guide explains how to access the list, search and filter it, create and edit types, change their status, and delete unused types.
Who can use this feature?
Available for users with role Owner
Available on All Plans
Available on Desktop
Accessing certificate types
Open Administration in the left navigation and click Certificate types.
Understanding the certificate types list
The list shows all certificate types created in your organization with these columns:
Title: The certificate type title.
Status: Can be Published or Deprecated. Deprecated types can no longer be selected for new uploads. Certificates already uploaded with that type remain visible on user profiles.
Provider: The issuer of the certificate.
Category: Used to group and structure certificate types.
# Issues: How many uploaded certificates reference this type.
Created by: The user who created the certificate type.
Created on: The creation date of the certificate type.
Searching and filtering
Search: Use the search bar above the table to find certificate types by Title.
Filter: Click Filter list to open the filter dialog. You can filter by:
Status: Published or Deprecated. By default, only Published is selected.
Provider: All providers linked to certificate types.
Category: All categories linked to certificate types.
Created by: All users who created certificate types.
Click Apply filters to use your selection or Reset filters to restore the defaults.
Creating a certificate type
Click + Certificate type above the table.
Enter the required details: Title, Provider (select an existing provider or create a new one), and Category (select an existing category or create a new one).
Click Create. The new type appears in the list.
Editing a certificate type
To edit, click the certificate type row or open the actions menu (three dots) and select Edit. Update the fields and click Save.
Deprecating a certificate type
Open the actions menu (three dots) on the desired row and click Deprecate.
Review the dialog and click Deprecate to confirm. The type’s status changes to Deprecated and it is no longer selectable for new uploads.
Note: Deprecating a type hides it from new uploads, but certificates already uploaded with that type remain visible on user profiles.
Republishing a certificate type
Open the actions menu (three dots) on a deprecated type and click Republish.
Confirm by clicking Republish in the dialog. The status changes to Published.
Deleting a certificate type
You can delete certificate types only if # Issues is 0 and no certificates reference the type.
Open the actions menu (three dots) on the desired row and click Delete.
If the type is in use, a dialog explains that deletion is blocked until you reassign all associated certificates to a different type or delete those certificates.
If the type is not in use, confirm deletion in the dialog. Deleted types cannot be recovered.