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description="" :tags="[]" created-at="2023-07-27T10:59:10.695Z" updated-at="2024-11-07T17:52:11.119Z" author-name="Adrian Burden" :author-id="1" editor="ckeditor" :is-published="true" toc="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" :page-id="5" 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nav-mode="MIXED" effective-permissions="eyJjb21tZW50cyI6eyJyZWFkIjpmYWxzZSwid3JpdGUiOmZhbHNlLCJtYW5hZ2UiOmZhbHNlfSwiaGlzdG9yeSI6eyJyZWFkIjpmYWxzZX0sInNvdXJjZSI6eyJyZWFkIjpmYWxzZX0sInBhZ2VzIjp7InJlYWQiOnRydWUsIndyaXRlIjpmYWxzZSwibWFuYWdlIjpmYWxzZSwiZGVsZXRlIjpmYWxzZSwic2NyaXB0IjpmYWxzZSwic3R5bGUiOmZhbHNlfSwic3lzdGVtIjp7Im1hbmFnZSI6ZmFsc2V9fQ==" edit-shortcuts="eyJlZGl0RmFiIjp0cnVlLCJlZGl0TWVudUJhciI6ZmFsc2UsImVkaXRNZW51QnRuIjp0cnVlLCJlZGl0TWVudUV4dGVybmFsQnRuIjp0cnVlLCJlZGl0TWVudUV4dGVybmFsTmFtZSI6IkdpdEh1YiIsImVkaXRNZW51RXh0ZXJuYWxJY29uIjoibWRpLWdpdGh1YiIsImVkaXRNZW51RXh0ZXJuYWxVcmwiOiJodHRwczovL2dpdGh1Yi5jb20vb3JnL3JlcG8vYmxvYi9tYWluL3tmaWxlbmFtZX0ifQ==" filename="home.html"><template slot="contents"><div><h1 class="toc-header" id="welcome"><a href="#welcome" class="toc-anchor">¶</a> Welcome</h1> <p>This is the growing Knowledge Base for <strong>BlockMark Registry.</strong></p> <p>Our aim is to make the platform as intuitive to use as possible, but the world of certificates is complicated and over the years we’ve been asked to add lots of features to satisfy lots of different needs. So don’t worry if something doesn’t quite make sense and you need to dive into this resource for a fuller explanation!</p> <p>And if you can’t find the answer you need, do get in touch, as we’re here to help.</p> <p>Because BlockMark Registry is a cloud-based software-as-a-service web application, it is continually being updated and improved. We endeavour to keep this knowledge base in sync, but sometimes things get a bit out of step, so please accept our apologies if you spot something that’s wrong.  Let us know and we’ll do our best to correct it as soon as possible.</p> <blockquote> <p>7th Nov 2024 - we have just made some significant updates to the tables, cards and certificate pages which are not fully reflected in this knowledge base. We are busy updating the relevant pages now…</p> </blockquote> <h1 class="toc-header" id="user-guide"><a href="#user-guide" class="toc-anchor">¶</a> User guide</h1> <p>The user guide is accessible from the side (←) menu and takes you through the various features available in BlockMark Registry.</p> <h1 class="toc-header" id="user-journeys"><a href="#user-journeys" class="toc-anchor">¶</a> User journeys</h1> <p>This section points you to resources as they become available for particular roles and actions.</p> <p> </p> <h3 class="toc-header" id="as-a-recipient-of-certificates"><a href="#as-a-recipient-of-certificates" class="toc-anchor">¶</a> As a recipient of certificates</h3> <ul> <li>I've received a certificate by email, what next?<ul> <li><a class="is-internal-link is-valid-page" href="/guide/users#on-boarding">Register</a> if you are not already a user.</li> <li>Open and check your <a class="is-internal-link is-valid-page" href="/certificates/receiving">certificate.</a></li> </ul> </li> <li>I want to share my certificate:<ul> <li>Overview of <a class="is-internal-link is-valid-page" href="/certificates/settings">certificate settings.</a></li> <li>Weblinks and sharelinks.</li> <li>Wallets and social media.</li> <li>Embed <a class="is-internal-link is-valid-page" href="/certificates/displaying/smartbadges">smart badges</a> on your <a class="is-internal-link is-valid-page" href="/certificates/displaying/website_smartbadges">website</a> and in your <a class="is-internal-link is-valid-page" href="/certificates/displaying/email_smartbadges">email signature</a>.</li> <li>Pdfs.</li> </ul> </li> <li>I've got other certificates, can I add them?<ul> <li><a class="is-internal-link is-valid-page" href="/certificates/uploading">Upload</a> your legacy certificates.</li> </ul> </li> <li>I want to showcase my organisation's credentials:<ul> <li>Check out your <a class="is-internal-link is-valid-page" href="/guide/profiles#organisation-profiles">organisation profile.</a></li> <li>Get a <a class="is-internal-link is-valid-page" href="/guide/organisations/blue-tick">blue tick.</a></li> <li>Adjust your certificate <a class="is-internal-link is-valid-page" href="/certificates/displaying">settings.</a></li> <li>Showcase your <a class="is-internal-link is-valid-page" href="/guide/organisations/staff-schemes">staff's certificates.</a></li> <li>Add some <a class="is-internal-link is-valid-page" href="/guide/organisations/productservicecards">Product and service cards</a> to increase sales.</li> </ul> </li> </ul> <p> </p> <h3 class="toc-header" id="as-an-inspector-of-certificates"><a href="#as-an-inspector-of-certificates" class="toc-anchor">¶</a> As an inspector of certificates</h3> <ul> <li>I want to find out about a particular organisation's certifications<ul> <li><a class="is-internal-link is-valid-page" href="/guide/interact/search">Searching and viewing</a>.</li> <li><a class="is-internal-link is-valid-page" href="/certificates/inspecting">Inspecting and logging.</a></li> </ul> </li> <li>I want to keep track of my supply chain and their certifications<ul> <li>Create a <a class="is-internal-link is-valid-page" href="/guide/interact/watchlists">watchlist</a>.</li> <li><a class="is-internal-link is-valid-page" href="/guide/interact/connections">Connect</a> with organisations you work with.</li> </ul> </li> </ul> <p> </p> <h3 class="toc-header" id="as-an-issuer-of-certificates"><a href="#as-an-issuer-of-certificates" class="toc-anchor">¶</a> As an issuer of certificates</h3> <ul> <li>I want to set up my certification scheme on this platform and start issuing certificates<ul> <li>Setting up a <a class="is-internal-link is-valid-page" href="/certificates/schemes">certification scheme.</a></li> <li>Testing with <a class="is-internal-link is-valid-page" href="/certificates/issuing#testing">demo certificates.</a></li> <li><a class="is-internal-link is-valid-page" href="/certificates/issuing">Issuing</a> a certificate.</li> </ul> </li> <li>I want to automatically issue certificates using software<ul> <li>No-code Zapier integration (Zaps).</li> <li>Service accounts and API integration.</li> </ul> </li> <li>I want to <a class="is-internal-link is-valid-page" href="/features/analytics">analyse data</a> to understand more about how well my schemes are working.</li> </ul> <p> </p> <h3 class="toc-header" id="as-a-consultant-helping-my-clients-get-certified"><a href="#as-a-consultant-helping-my-clients-get-certified" class="toc-anchor">¶</a> As a consultant helping my clients get certified</h3> <ul> <li>I want to manage multiple clients from one place:<ul> <li>Join each of your client's organisations (either by receiving a certificate on their behalf or asking them to invite you to their organisation). You will then be able to <a class="is-internal-link is-valid-page" href="/guide/navigation">switch</a> to each (and your own organisation) as appropriate from your dashboard. Make sure you are designated as an ‘assistant’ in the list of their organisation's users.</li> </ul> </li> </ul> <p> </p> <h1 class="toc-header" id="case-studies"><a href="#case-studies" class="toc-anchor">¶</a> Case Studies</h1> <p><mark class="pen-red">Coming soon…</mark></p> <p>This section will highlight some specific case studies illustrating certain features and their benefits.</p> <ul> <li>IASME and Cyber Essentials</li> <li>Cyber Scheme and cyber security training</li> <li>FRANK Water supporters' badges</li> <li>Scale-out-for-Impact (SOFI) project, eco-friendly surf wax and NFTs for things</li> <li>Innovate UK funding and COVID certificates</li> <li>Betaden self-certification health certificates</li> </ul> <h1 class="toc-header" id="faq"><a href="#faq" class="toc-anchor">¶</a> FAQ</h1> <p>This section answers some common questions.</p> <p> </p> <h2 class="toc-header" id="certificates"><a href="#certificates" class="toc-anchor">¶</a> Certificates</h2> <ul> <li>I received a certificate but I can't see it in my received certificate area. Where is it?</li> </ul> <blockquote> <p>Your certificate will be visible on your received certificates page in your personal account if it was awarded to you personally. If you are receiving a certificate on behalf of an organisation, it will be on the received certificate page for that organisation. You can switch between your personal account and any organisation accounts you are associated with using switch accounts in the top menu bar. You can read more about <a class="is-internal-link is-valid-page" href="/guide/navigation">navigation</a>. if you are receiving a certificate for a thing, you'll need to switch account based on whether you are a custodian of the thing personally or on behalf of an organisation.</p> <p>You will receive an email whenever you receive a certificate. The email address used to send the certificate also needs to be associated with your personal account or organisation account for it to appear there. You can mitigate this by adding other valid email addresses you use to your account in advance, or you can click through from the email on receipt, and this will add the email when you log in as normal.</p> <p>You can read more about <a class="is-internal-link is-valid-page" href="/certificates/receiving">receiving certificates</a>. If you are still unable to locate your certificate, please contact us or the certification body / accreditation body that issued it to you.</p> </blockquote> <ul> <li>The certificate I'm looking at has a <strong>name mismatch</strong> highlighted. What does this mean and can I correct it?</li> </ul> <blockquote> <p>Have a read of this <a class="is-internal-link is-valid-page" href="/certificates/displaying/name-mismatch">section</a>.</p> </blockquote> <ul> <li>How do I correct a typo or error in my certificate?</li> </ul> <blockquote> <p>The issuer of your certificate can make any corrections, so please get in touch with them directly. If you contact us about this issue, it may take longer to resolve as we will need to forward your query on to the issuer to action.</p> </blockquote> <ul> <li>I'm a consultant that has received an organisation's certificate on behalf of my client. What should I do?</li> </ul> <blockquote> <p>If you do not need to assist the organisation any further (for example with managing the certificate, the IT, etc), you should forward the certificate using the forwarding link on the email. This will allow them to set their own account up on the platform and for it not to be linked to your email address.</p> <p>If you intend to manage their account, you can onboard the platform using the link on the certificate email and create / join their organisation. You will then be able to manage their certificates, invite their staff, <a class="is-internal-link is-valid-page" href="/guide/organisations/owners">transfer ownership</a>, etc as appropriate. If you do this for many organisations, you will be able to manage each by <a class="is-internal-link is-valid-page" href="/guide/navigation">switching</a> to them from the dashboard.</p> </blockquote> <p> </p> <h2 class="toc-header" id="logging-in"><a href="#logging-in" class="toc-anchor">¶</a> Logging in</h2> <ul> <li>I can't access my authenticator app for my <strong>2FA token</strong>, how do I log on?</li> </ul> <blockquote> <p>Have a read of this <a class="is-internal-link is-valid-page" href="/guide/settings/personal_settings#two-factor-authentication">section</a>.</p> </blockquote> <p> </p> <h2 class="toc-header" id="organisations"><a href="#organisations" class="toc-anchor">¶</a> Organisations</h2> <ul> <li>How do I merge two instances of the same organisation to combine certificates in one place?</li> </ul> <blockquote> <p>This can happen if the unique number identifying an organisation was entered incorrectly when a certificate was issued. Contact us to explain which organisations need merging, and we'll sort this out for you. </p> </blockquote> <ul> <li>I'm leaving an organisation, what should I do?</li> </ul> <blockquote> <p>If you are just a member of staff listed in the current users of the organisation, you should ask the admin/owner or another staff member with permissions to manage users to ‘dismiss’ you. This will remove your access from the organisation, but you will still be able to log in to the platform to <a class="is-internal-link is-valid-page" href="/guide/navigation">reach</a> your personal area and any other organisations you are associated with.</p> <p>If you are the admin/owner of the organisation, you should read this section about <a class="is-internal-link is-valid-page" href="/guide/organisations/owners">transferring ownership</a>.</p> </blockquote> <p> </p> <p> </p> <p> </p> <h1 class="toc-header" id="contribute"><a href="#contribute" class="toc-anchor">¶</a> Contribute</h1> <p>The following can currently be done directly from BlockMark Registry:</p> <ul> <li>Report a bug or security issue</li> <li>Suggest a feature</li> <li>Request help</li> </ul> <p>You need to be logged into the platform to see the ‘<a class="is-external-link" href="https://registry.blockmarktech.com/submit-report/">report issue or request feature</a>’ in the footer area.</p> <p> </p> </div></template><template slot="comments"><div><comments></comments></div></template></page></div></body></html>