Accepting Certs From Field Users

After users have uploaded their certs to the office from Clik Cert Electrical, you can then accept them into the desktop database to apply a cert number and complete.

Before You Start

You will need to make sure your user has the correct privileges to perform this task. Follow this guide and ensure that the ‘Can Accept Received Certificates‘ privilege has been allowed.

Navigate to your cert list and select ‘Received Certs’ from the dropdown found next to the ‘Create Cert’ button.

To see the list of certs currently in the cloud, click on ‘Sync’.

The list of certs will then appear. These certs will be displayed “queued” when they have been synced from a field device. You will not be able to edit a queued cert until they are accepted into the software.

Select the cert/s you want to bring into the main cert database and click ‘Accept’.

At this point, you may receive a “Merge Conflicts” message. To find out how to handle these conflicts, please see our support guide.

The cert will then be accepted.

You will be able to now see the uploaded cert in the main cert list, under ‘Local Certs’.