> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Partner Certifications, Status, and Renewals

> Create certifications, assign them to partner team members, track validity status, and automatically notify partners before and when certifications expire.

Certifications in Kiflo let you track which individuals on your partners' teams have completed your training and earned official recognition. You define as many certifications as you need, assign them to specific partner team members, and monitor each certification's lifecycle — from in-progress all the way through renewal. This keeps your partner ecosystem skilled, accountable, and current on your products.

## Certification Statuses

Every certification assigned to a partner team member has a status that reflects where it is in its lifecycle:

| Status          | Meaning                                                                                  |
| --------------- | ---------------------------------------------------------------------------------------- |
| **In Progress** | The partner team member is still working toward the certification and has not passed yet |
| **Active**      | The certification is valid and current                                                   |
| **Expired**     | The certification has passed its validity date and has not been renewed                  |
| **Renewed**     | The partner team member renewed the certification after it expired                       |

## Create a Certification

<Steps>
  <Step title="Navigate to Certifications">
    From the main menu, click **Manage**, then select **Certifications**.
  </Step>

  <Step title="Click New Certification">
    Click the **New certification** button.
  </Step>

  <Step title="Name Your Certification">
    Enter a clear name for the certification — for example, "Sales Specialist", "Technical Engineer", or "Platform Fundamentals".
  </Step>

  <Step title="Configure Expiration Settings (Optional)">
    If the certification expires after a set period, fill in the following fields:

    * **Validity period** — The number of months the certification is valid from the date a partner team member acquires it (for example, 12 months for a one-year certification)
    * **Expiration reminder email template** — The email sent to the partner team member when the certification is approaching its expiry date. Leave empty if you do not want a reminder sent.
    * **Expiration reminder days** — How many days before the expiry date to send the reminder (for example, 31 days)
    * **Certification expired email template** — The email sent to the partner team member on the exact day the certification expires. Leave empty if you do not want an expiry notification sent.

    <Tip>
      Even though email templates are optional, configure both the reminder and expiry emails whenever you use a validity period. Partners who are caught off-guard by an expired certification are less likely to renew promptly.
    </Tip>
  </Step>

  <Step title="Click Add">
    Click **Add** to save the certification. It is now available to assign to partner team members.
  </Step>
</Steps>

## Give a Certification to a Partner

You can assign a certification to a partner team member from two places.

<Tabs>
  <Tab title="From a Partner's Page">
    <Steps>
      <Step title="Open the Partner's Page">
        Navigate to the partner whose team member you want to certify.
      </Step>

      <Step title="Click the Certifications Tab">
        Select the **Certifications** tab on the partner's page.
      </Step>

      <Step title="Give the Certification">
        Click **Give certification**, then choose the certification you want to assign.
      </Step>

      <Step title="Set the Status">
        Choose whether the certification is **Active** or **In Progress**:

        * **Active** — The team member has already passed the certification. Enter the **acquisition date** (which can be a date in the past) to record when they earned it.
        * **In Progress** — The team member is still working on the certification. You can update the status and set the acquisition date later when they pass.
      </Step>
    </Steps>
  </Tab>

  <Tab title="From the Certification Page">
    <Steps>
      <Step title="Open the Certification">
        Go to **Manage** > **Certifications** and click the specific certification you want to assign.
      </Step>

      <Step title="Click Give Certification">
        Click the **Give certification** button on the certification's page.
      </Step>

      <Step title="Search for the Team Member">
        Find the partner team member you want to certify and set the status (Active or In Progress) along with the acquisition date if applicable.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Notify Partners When Certifications Expire

Automatic expiration notifications ensure partners always know when it is time to renew. You configure these notifications directly on each certification.

<Steps>
  <Step title="Open the Certification">
    Go to **Manage** > **Certifications** and click the certification you want to configure.
  </Step>

  <Step title="Edit the Certification Settings">
    Click **Edit** in the **About this certification** section.
  </Step>

  <Step title="Set a Validity Period">
    Enter the number of months the certification remains valid after being acquired — for example, **12** for a one-year certification.
  </Step>

  <Step title="Configure the Reminder Email">
    Select the **expiration reminder email template** to be sent before the certification expires, then set the number of **reminder days** (for example, 31 days before expiry).
  </Step>

  <Step title="Configure the Expiry Email">
    Select the **certification expired email template** to be sent on the actual expiry date.
  </Step>

  <Step title="Save Changes">
    Click **Save**. Kiflo will automatically send the configured emails to partner team members on the appropriate dates.
  </Step>
</Steps>

## Find Expired Certifications

When you need to follow up with partners about renewals, filter certifications by status to surface all expired ones.

<Steps>
  <Step title="Go to Certifications">
    Navigate to **Manage** > **Certifications** and open the relevant certification.
  </Step>

  <Step title="Apply a Status Filter">
    Click **Show filters**, then select **Status**, then choose **Expired** from the filter options.
  </Step>

  <Step title="Review and Follow Up">
    You now see all partner team members whose certification has expired. Reach out directly to encourage them to renew and keep their status current.
  </Step>
</Steps>

<Note>
  A certification team member with **Expired** status has not yet renewed. Once they complete the renewal process, update the status to **Renewed** to reflect the current state accurately.
</Note>