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Team Leader Downloading Team Member Certificates in AccessAlly

The Team Leader can quickly and easily see and download Team Member certificates using the ProgressAlly Interaction – certificate, reset progress option.

Step 1: Review Certificate Interaction

Go to the page on your site that has your certificate. Edit the page, scroll to the bottom, click the Interactions tab.

The interaction that displays the download certificate button is interaction #1 on this page.

Certificate Interaction 1

Step 2: Add This Interaction to the Team Display

This option is found in AccessAlly > Teams > Programs > Display Tab.

Team Programs Setup

Add a “New Display” item.

Choose the (ProgressAlly) Interaction – certificate, reset progress option. Choose the page/post on your site that has the certificate, type in the Interaction ID number from the step above.

ProgressAlly Certificate Interaction

Step 3: Team Leader Test

Go to the Team Leader Administration Portal on your site and view as a Team Leader. The User Switching plugin can be helpful when testing. The Team Leader should see the Download Certificate button by Team Member(s) that have a completed certificate and be able to download them.

Team Leader Certiticate View

Updated on November 15, 2023
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