---
title: "Managing course certifications: for managers"
url: "https://help.outdoo.ai/en/article/managing-course-certifications-for-managers"
language: "en"
last_updated: "2026-10-23T02:16:18.114Z"
---

# Managing course certifications: for managers

Learn how to set up and manage course certifications to recognize and track employee training completion in your organization.

Managers can add a certification to a course so learners automatically receive a certificate when they complete it. Follow these steps to set it up.

[YouTube video](https://www.youtube.com/embed/VpnvIZ4zny8)

[Watch: How to Certify New Hires with AI Sales Roleplay](https://www.youtube.com/watch?v=VpnvIZ4zny8)

## Step 1: Open the course

-   Go to **Manage > Courses**
-   Open the course you want to add a certification to, or click **Create Courses** to start a new one

![](https://cdn-assets.productfruits.com/2c9d2766-a954-4232-a254-9e51c5fcab5a)

## Step 2: Go to Certifications

-   In the course builder, select **Certifications** in the left navigation

## Step 3: Enable certifications

-   Turn on **Enable Certifications**
-   Certificates are then awarded automatically when a learner completes the course

## Step 4: Set the completion requirements

-   Go to **Course Settings** and set the passing requirements: **Minimum Agents Passed**, **Minimum Agents Attempted** and **Minimum total attempts required**
-   A learner earns the certificate once they meet these requirements

## Step 5: Customize the certificate

-   **Upload Company Logo** to add your branding
-   Set the **Issuer Name**: the learner's manager, a specific user, or a custom name, plus the issuer's **Designation**
-   Add a **Signature**, either typed as a name or uploaded as an image
-   Choose a **Color Theme**: pick a template or upload a custom background
-   Check the certificate preview to make sure it looks right

## Step 6: Publish

-   Click **Create New Version** to publish the course with the certification turned on

## Step 7: Monitor certifications

-   Go to **Practice > Courses**, open the course, and select the **Performance Analytics** tab to see each learner's status (Passed, Failed or In Progress)
-   For a view across courses, go to **Performance > Practice** and open the **Courses** tab
-   Use this data to assess training effectiveness and team readiness

## Step 8: Provide feedback

-   Open a learner's practice sessions in **Practice > History** to review their calls and leave feedback
-   Acknowledge achievements with team members
-   Use certification data in performance reviews and development discussions

## Best practices for managers setting up certifications

-   Clearly communicate certification requirements to your team so team members understand what completion level is needed.
-   Set up certifications only for courses that matter to your business or role, rather than over-certifying courses that do not need formal verification.
-   Explain how certifications will be used and how they support career development, and recognize team members who complete them.
-   Review certification reports to identify skill gaps, and use those findings to recommend additional training and inform performance reviews.
-   Periodically review certification requirements and update them as business needs change.

Hope this article was helpful. For any queries, please write to [support@outdoo.ai](mailto:support@outdoo.ai)

## Related articles

-   [Course certifications](https://help.outdoo.ai/en/article/course-certifications)
-   [Courses overview](https://help.outdoo.ai/en/article/courses-overview)
-   [How to earn course certifications: step-by-step guide](https://help.outdoo.ai/en/article/how-to-earn-course-certifications-step-by-step-guide)