Certificate Management

FocalPointK12 Support Agent
FocalPointK12 Support Agent
  • Updated

The Certificates Management module in SIS allows administrators to configure, manage, and control access permissions for official documents and completion certificates (such as course completion certificates or enrollment documents).

Administrators can control which user roles (e.g., Students, Teachers, Advisors, Administrators) can generate or view specific certificate types.

Accessing Certificates Management

  • Log in to the SIS portal as an Administrator.

  • From the left navigation menu, expand Administrator Support.

  • Click on Certificates Management.

  • On the Documents & Certificates page, click the New Certificate Type button located at the top right of the table.

How to Create a New Certificate Type

In the configuration pop-up, fill out the required fields:

  • Code: Enter a unique short code/identifier for the certificate (e.g., CC, CCC).

  • Name: Enter the official display name of the certificate or document (e.g., Course Completion, Certificate).

  • Roles: Select the target user roles allowed to access or generate this certificate (e.g., STUDENT, Teacher Portal, Advisor, Administrator).

  • Status: Set the status to Active.

Click Save to add the certificate type to the system.

How to Edit or Delete an Existing Certificate Type

In the Documents & Certificates list view:

  • To Edit: Locate the certificate entry and click the Edit icon (Pencil) under the Action column. Modify the code, title, or role permissions, then save changes.

  • To Delete: Click the Delete icon (Trash Can) under the Action column next to the certificate you wish to remove. Confirm deletion when prompted.

     

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