Who This Is For / When to Use
Use this when you want to:
Create certificates or badges for courses, categories, or milestones
Design credentials using templates or from scratch
Issue credentials automatically or manually
Accessing the Credentials Area
Open Memberships from the left navigation.
Click Credentials at the top.
Creating a New Certificate or Badge
In Credentials, click + Create.
Choose Create Certificate or Create Badge.
Choosing How to Start
You can start in two ways:
From Scratch – build a credential manually.
From Template – select a prebuilt design.
Selecting a Template
Select a prebuilt template from the gallery.
Click Confirm to open the editor.
Certificate & Badge Editor Overview
The editor supports drag-and-drop customization:
Text
Images
Frames
Backgrounds
Signatures
Template:
You can use existing templates for certificates.
You can then customize the template according to your requirements.
Layout:
To choose a layout, click on Layout, and choose between Portrait or Landscape
Once selected, you can choose frames for both layouts, respectively
To remove a frame, click on the same frame again (from the right bar)
Note: Changing the layout from Portrait to Landscape or vice-versa will disrupt the edits
Background:
To choose a background, click on Background
Choose the colours
Upload an image as a background or enter image links to upload
Choose the opacity of the background image or color by using the opacity slider
To choose a pattern as the background image, click on Patterns, and choose a pattern and color.
Header
To add a header, drag and drop the Header element to your template and start editing the text after selection
Elements can be cloned or deleted by clicking on the copy and delete icons
Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etc. from the top bar after selecting a text
To resize, move the blue dots of the text box
Text
To add text, drag and drop the Text element to your template and start editing the text after selection
Elements can be cloned or deleted by clicking on the copy and delete icons
Choose Font Styles, Font Size, Font Type (Headings, Paragraphs, etc), Font Colour, etc. from the top bar after selecting a text
To resize, move the blue dots of the text box
Image
To add an image, drag and drop the Image element to your template
Upload an image or add the image link to upload
Choose the opacity of the background image by using the opacity slider
To resize, move the blue dots of the box
Frames
You have to option to choose from a variety of options of frames.
Click the Frames option, and you will have the list.
You can then select of of the listed frames for your certificates.
Signatures
To add a signature, drag and drop the Signature element to your template
Choose a badge from the options by clicking on it
Choose the signature styles after selecting the signature
To resize, move the blue dots of the box
Adding and Editing Text
Click Text in the left panel.
Add a heading, subheading, or normal text.
Use the toolbar to format fonts, size, and alignment.
Using Custom Fields
Custom fields automatically populate dynamic data.
Select a text element.
Click the Custom Field icon.
Choose fields like contact name or membership title.
Saving and Previewing
Click Save to store changes.
Click Preview to view the final credential.
Sending Certificates or Badges Manually
Click Send in the editor.
Enter instructor name and recipient.
Select an email template.
Click Send Email.
Customizing Email Templates
You can customize the email used for manual sends.
Click the edit icon next to the email template.
Update subject and content.
Click Confirm.
Where Clients Find Their Certificates
Clients can download certificates from their account:
Log in to the Client Portal.
Open Manage Your Account.
Click Certificates.
Downloading Certificates
Open a certificate.
Click Download to save a high-quality copy.
Common Issues and Fixes
Certificate shows blank fields: Ensure custom fields are supported and the contact exists.
Can’t send manually: Recipient must be a contact in the account.
FAQ
Can I create both certificates and badges?
Yes. Kyrios supports both certificates and badges from the Credentials area.
Can I design my own credential layout?
Yes. You can start from scratch and fully customize the design.
Do credentials work on mobile devices?
Yes. Certificates and badges are responsive and viewable on all devices.
Can clients download their certificates themselves?
Yes. Clients can download certificates from their account under Certificates.