Certificates and badges

Certificates and badges in HLB can be set to expire, with reminder emails before they do. This helps you manage credentials that need regular renewal, such as certification or training requirements.

You manage expiry from the Credentials dashboard. Each certificate or badge template can have its own expiry period, which applies to credentials created from that template.

To set an expiry period:

• Go to Memberships, then Credentials, then Dashboard.
• Find the certificate or badge template in the templates and issued credentials section.
• Click the three-dot menu next to it and select Set Expiry.
• Choose Never, 3, 6 or 9 months, 1, 2, 3, 4 or 5 years, or Custom to set your own period.
• Click Save.

Never keeps credentials valid with no end date. The exception is an issued certificate that has its own expiry setting, because a setting on an individual issued certificate overrides the template setting.

You set reminder emails in the same Set Expiry window. An expiry email always goes out on the day the credential expires, and you cannot change its timing. You can also turn on up to two optional reminders before the expiry date. For each one, enter how many days before expiry it should be sent. Each reminder can be turned on or off separately, so you can send one, both or neither. Click Save to apply your expiry and reminder settings.