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Included with agency access

Certifications
built into your agency.

See shared credentials and upcoming expirations before they become staffing problems.

Included in the $1.99 per-member agency plan.

Add Certifications to your setup
Agency portal Open full size ↗
Search shared credentials by member and review certification name, issuer, expiration date, and valid, expiring, or expired status.
Search shared credentials by member and review certification name, issuer, expiration date, and valid, expiring, or expired status.

Everything Certifications can do.

Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.

Agency administration

Manage the complete workflow.

  • Review certifications by member
  • See certification name, issuer, issue date, and expiration date
  • Identify active, expired, and upcoming credentials
  • Respect member-controlled per-agency sharing
Operations and member access

Carry the result into daily operations.

  • Control access with certification permissions
  • Keep certification changes in agency data history
  • Use the mobile app for member-maintained credentials
  • Replace scattered expiration spreadsheets

See Certifications from both sides.

Real screens from the agency portal and the Pocket Protocols member experience.

Members see saved credentials with clear status, expiration date, reminder timing, issuer, notes, and direct edit or removal controls.
Members see saved credentials with clear status, expiration date, reminder timing, issuer, notes, and direct edit or removal controls.Open full size ↗
A certification summary counts valid, expiring, and expired credentials, while the entry form captures type, expiration, reminders, issuer, and renewal notes.
A certification summary counts valid, expiring, and expired credentials, while the entry form captures type, expiration, reminders, issuer, and renewal notes.Open full size ↗
Portal to pocket

Administrators stay in control. Members stay informed.

Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.

  • Permission-controlled administration
  • Agency groups and visibility rules
  • Activity and change history
  • Connected Pocket Protocols app experience

Ready to bring Certifications to your agency?

We verify every agency setup before creating the organization.

Request verified setup