The expiry date feature in Certificates allows administrators to set expiration dates for certificates issued to users, providing greater control and management over certificate validity. Expiry dates can be configured at either the template level or the individual certificate level, ensuring flexibility in implementation based on organizational needs. This article outlines the functionalities, benefits, and best practices for utilizing expiring certificates effectively within your system.
Key Features and Benefits
Flexibility: Choose to set expiry dates at the template level for consistency or customize expiry dates for individual certificates as needed.
Automated Management: Once set, the platform automatically manages certificate expiry, restricting user access to expired certificates and sending reminder emails before expiry.
Compliance and Control: Ensure compliance with internal policies or regulatory requirements by managing certificate validity effectively.
Setting Expiry Dates
Follow these steps to set expiry dates for certificates:
Access Certificate Builder
Start by navigating to the Certificate Builder module within the Memberships tab. This is where you can create and manage certificates.
Set Expiry Date
Template Level:
Within the certificate template actions dropdown, locate the option to set an expiry date.
Choose the desired expiry date for certificates generated from this template. This date will apply to all certificates created using this template unless overridden at the individual certificate level.
Individual Certificate Level:
After issuing a certificate to a user, you have the option to customize the expiry date for that specific certificate.
3. Save Changes: After choosing the expiry date, ensure to save your changes by selecting the “Set Expiry Date” button. This ensures that the expiry settings are applied correctly to the certificate template or individual certificate.
Frequently Asked Questions
Q: Can users still access expired certificates?
No, once a certificate expires, users will no longer be able to preview or access it. Ensure to communicate expiry dates and renewal processes in advance.
Q: When are the reminder emails for certificate expiry sent?
Reminder emails are automatically sent T-2 and T-7 days before the certificate expiry.
Troubleshooting Tips
Certificate Visibility: If users report not being able to preview certificates, check the expiry settings and ensure certificates are within their validity period.