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Move certificates to your organization

Certificates started under your own name can move once your organization is approved.

If you started as yourself and your organization has since been approved, you can move your certificates so certificates carry the organization's name.

  1. Open Settings.
  2. Under Issuer, choose the organization and move it.

They can only move before any certificates have been sent. Certificates always keep the issuer they were sent under.

Check the move before attempting it

  • The source set was prepared under your personal issuer identity.
  • The destination organization is approved and you have the necessary access.
  • No certificates have been issued from the source set.
  • You have an appropriate design available in the destination organization.

Review the moved set as a new issuing context

  1. Open the set's Settings and find Who issues them.
  2. Choose the destination organization and confirm the move using the available action.
  3. Open the set under the destination workspace and confirm the organization name.
  4. Choose a design from the organization's library, then review its certificate types and field mappings.
  5. Preview a real recipient and check issuer identity, logos, signatures and wording before issuing.

People and set settings move together, but that does not make a personal template an approved organizational design. If managed signature approvals or other issuer-specific resources are involved, inspect the resulting requirements rather than assuming personal preparation authorizes organizational use.

If the move is blocked

Check whether issuance has already occurred and whether the destination is approved. Once an award has been signed under one issuer, the system does not silently relabel its origin. Prepare future certificates under the correct organization and ask support if the historical record itself needs attention.

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