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How to Create Collections & Sub-Collections

Organise Your Dashboard by Grouping Certificates and Badges into Collections

Collections help you keep your dashboard organised, especially when you manage a large number of certificate and badge templates. Use them to group credentials by programme, department, event, or any structure that works for your team. You can also create sub-collections within a collection to organise them in more detail.

Ways to Create a Collection

There are three ways to create a new collection:

A. From the Dashboard

  1. On your dashboard, click the folder icon.folder icon
  2. A pop-up appears. Enter a collection name and click Create.
    create a new collection
  3. To add credentials to this collection, drag and drop them into it. Alternatively, right-click or click the three dots on any certificate or badge, select Move Template, choose the target collection and confirm.

B. From Within a Credential

  1. Open a credential and go to the Basic Details section.
  2. Click "Select Collection".
    select collection
  3. In the pop-up, you can either create a new collection or move the credential to an existing one.
    select which collection you'd like to add your credential to

C. From the "Create New Template" Button

  1. Click the dropdown arrow next to the Create New Template button (yellow) on the dashboard.
  2. Select New collection, then follow the same steps as Method A.

How to Create a Sub-Collection

Sub-collections let you add another level of organisation within an existing collection.

  1. Open a collection.
  2. Click the add folder icon. folder icon
  3. Follow the same steps as creating a regular collection, give it a name, and click Create.

Your sub-collection will now appear inside the parent collection, helping you maintain a clean and structured dashboard.