How to Issue Credentials

Introduction to How to Issue Credentials

Adding Recipients (Manual, Bulk CSV)

Previewing Credentials

Issuance Options

Website (wauld.com)

Application (wauld.app)

Feedback Portal

New to Wauld? This collection introduces you to the essentials. Learn what Wauld is, who it’s built for, and how it fits into your credentialing workflows. We’ll guide you through creating your account, completing the onboarding process, and understanding the platform’s hierarchy of Accounts and Workspaces. You’ll also find details on system requirements and supported browsers so you can start on the right foot with a smooth, reliable experience.

Getting Started

What is Wauld

Who is Wauld For

Platform Hierarchy Overview (Account, Workspace)

System Requirements & Supported Browsers

Understanding how Wauld is structured is key to making the most of it. This collection explains the building blocks of the platform; covering Accounts, Workspaces, Engagements, Documents, Credentials, and more. Learn about the different user roles, their permissions, and how they fit into Wauld’s hierarchy. You’ll also find a glossary of key terms to help you get familiar with the language of credentialing, so you can navigate the platform with confidence and clarity.

Platform Concepts & Terminology

Introduction to Platform Concepts & Terminology

Core Concepts

Roles & Permissions

The Admin Centre is the control hub of your Wauld organization. This collection covers every aspect of platform administration, helping you configure, maintain, and monitor your organization effectively. Explore how to manage account settings, workspaces, and user profiles, handle organization verification, and oversee subscription plans and billing. From adding co-owners to reviewing credential usage and upgrading plans, these articles guide you through all administrative tools available to keep your Wauld environment secure, compliant, and up to date.

Admin Functions

Introduction to Admin Section 

Your Wauld Account represents your organization’s identity across the platform. This collection helps you manage key organization-level settings that shape how your credentials look, feel, and operate. Learn how to update your organization’s details, upload reusable assets like logos and backgrounds, and invite co-owners to share administrative access. These guides ensure that your account stays accurate, verified, and ready to support consistent, professional credential issuance at every level.

Account

Introduction to Account

Managing Organization Details

Uploading Organization Assets

Inviting Co-owners

Workspaces in Wauld act as dedicated environments for teams, projects, or departments to collaborate and manage credentials independently. This collection covers everything you need to organize, maintain, and optimize your workspace setup; from creating and managing workspaces to switching between them, inviting team members, and archiving inactive ones. Whether you're managing a small training team or overseeing multiple large-scale programs, these articles guide you in keeping your workspace structured, secure, and aligned with your organization’s workflow.

Workspace Management

Introduction to Workspace Management

Creating & Managing Workspaces

Switching Workspaces

Inviting Team Members

Archiving Workspace

Your profile is where your personal preferences, privacy settings, and account security come together. This collection helps issuers manage their individual profiles within Wauld; covering how to update personal details, change or reset passwords, and securely log out of the platform. It also includes guidance on managing privacy preferences through the Privacy Centre and submitting data-related requests via the Privacy Request Form. Whether you’re updating your information or reviewing your data controls, these articles ensure your account remains secure, compliant, and personalized to your needs.

User Profile Settings

Introduction to User Profile Settings

Editing Profile Details - Issuer

Changing Password - Issuer

Logging Out - Issuer

Forgot Password

Privacy centre

Privacy Request Form

Organization Verification

Recipient Functions

Introduction to Recipient Portal

Creating an Account - Recipient

Understanding the Recipient Dashboard

Viewing & Downloading Credentials

Sharing Credentials (Link, Email, LinkedIn)

Submitting a Change Request

Verifying Credentials

Changing Password - Recipient

Editing Profile Details - Recipient

Logout - Recipient

Engagements are the foundation of how credentials are organized and issued in Wauld. This collection explains what engagements are, how they connect documents, recipients, and credential workflows, and how to create and manage them effectively. Whether you’re setting up a new training program, event, or certification cycle, these articles will guide you through creating, editing, and maintaining engagements to keep your credentialing process structured, efficient, and easy to manage.

Engagements Management

What is an Engagement

Creating an Engagement

Managing & Editing Engagements

This collection walks you through the complete lifecycle of digital credentialing in Wauld; from design to delivery. Learn how to create and edit documents, apply branding, and use Wauld’s Design Studio to build visually consistent, verifiable certificates and badges. Explore how to add recipients manually or in bulk, preview and issue credentials, and manage every aspect post-issuance, including edits, resends, and change requests. You’ll also find guidance on tracking recipients, viewing credential details, interpreting audit logs, and handling credential actions like voiding, updating, or reissuing. Whether you’re issuing a few credentials or thousands, these articles ensure every step is secure, efficient, and fully under your control.

Issuing & Managing Credentials

Introduction to Issuing & Managing Credentials

Create a Document

Managing and Editing a Document

Design & Branding

Introduction to Design and Branding 

Creating & Editing Credential Templates

Introduction to the Design Studio

Uploading Backgrounds, Logos, and Brand Elements

Adding Attributes, Signatures, and QR Codes

Recipients & Change Requests

Introduction to Recipient Section 

Viewing Recipients List

Searching Recipients

Adding Private Notes

Viewing Recipient Details

Recipient Details View

Managing Change Requests

Reporting & Dashboard

Introduction to Reporting & Dashboard

Interpreting Credential Utilization

Engagement Report

Document Report

Workspace Metrics

Lifetime Metrics

Integrations

Automate credential workflows by connecting Wauld with apps like Gmail, Google Sheets, Google Forms, Slack, and more through Zapier. This guide explains how to use Wauld as both a trigger and an action, including setup, field mapping, testing, troubleshooting, and access management. 