How to Create Collections & Sub-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 program, department, event, or any structure that works for your team. You can also create sub-collections within a collection for even more granular organisation.

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.
2. A pop-up will appear — enter a collection name and click Create.
   
3. To add credentials to this collection, simply drag and drop them into the folder. Alternatively, right-click or click the three dots on any certificate or badge, select Move Badge/Certificate, 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".
   
3. In the pop-up, you can either create a new collection or move the credential to an existing one.
   

C. From the "Create New" Button

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

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 "" 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.