Basics

Panel Overview

A tour of the Credenza dashboard and a glossary of core concepts: Templates, Events, Certificates, Credits, and more.

Panel Overview

This page walks you through the Credenza dashboard and explains the core concepts you will work with every day.


The Dashboard

When you sign in, you land on the Dashboard at /panel/dashboard. It gives you a live overview of your account's activity.

Overview cards

Card What it shows
Total Certificates All certificates ever issued under your account
Total Events Total number of events you have created
Active Templates Templates currently saved in your account
Categories Number of categories you have set up

Certificate analytics

Below the overview cards you will find three more metrics:

  • Valid Certificates: total valid certificates, shown as a percentage of all issued
  • Invalidated: revoked certificates, also shown as a percentage
  • This Month: certificates issued in the current calendar month

The time-series chart below these cards lets you see issuance volume over the last 7, 14, 30, 60, or 90 days.

Events & categories

The bottom section shows:

  • Events created this month
  • Average certificates issued per event
  • Top events ranked by certificate count
  • A list of your most recent events

The Sidebar

The left sidebar is your main navigation. What you see depends on your role and context.

Personal workspace

Item Route Description
Dashboard /panel/dashboard Your stats overview
Template /panel/certificate-template Design and manage certificate templates
Credentials /panel/certificate-manage Issue and manage all certificates
Issuer /panel/issuer Configure your issuer profile
Settings /panel/settings Account, security, and configuration

Organisation context

When you switch into an organisation (via the switcher at the top of the sidebar), Settings is replaced by:

Item Route Description
Members /panel/organization/members Invite and manage team members
Organisation /panel/organization/settings Organisation name and configuration

Admin section

Admins see an additional section at the bottom:

Item Route Description
Uploads /panel/uploads All uploaded files on the platform
Users /panel/users All registered users
Credit Config /panel/credit-config Credit pricing, packages, and claim codes

Credits badge

At the very bottom of the sidebar your current credit balance is always visible. Clicking it opens the Credits page.


Core Concepts

Template

A Template is the visual design of your certificate. It defines what the certificate looks like: the background, fonts, colours, logo, and layout. It also defines which dynamic fields (like the recipient's name or the issue date) will be filled in automatically when a certificate is issued.

A single template can be reused across many events. If you update a template after certificates have already been issued, the existing certificates are not affected. Only new issuances will use the updated design.

Event

An Event is a named container that groups a batch of certificates together. Think of it as "the thing you are certifying people for": a workshop, a training course, a conference, or an exam.

Each event is linked to one template and can optionally have categories, a description, and an external link. When you issue certificates, you always issue them within an event.

Events also control the Certificate ID format. You can configure a custom prefix, suffix, and digit length so that IDs look like CERT/0042-2026 instead of a raw UUID.

Certificate (Credential)

A Certificate (also called a Credential) is an individual, issued document tied to one recipient within one event. Each certificate:

  • Has a unique ID (custom or auto-generated)
  • Is tied to a recipient name and email
  • Is recorded on the blockchain at the time of issuance
  • Can be verified by anyone via QR code or a direct link
  • Can be invalidated (revoked) by the issuer at any time

Issuer

The Issuer is the organisation or individual whose name and branding appears on the certificate. You configure the issuer once with a name, logo, description, and a permanent verification URL slug. This slug becomes the public URL where anyone can verify certificates you have issued.

Credits

Credits are the currency used to issue certificates. 1 credit = 1 certificate. You receive a small number of free credits each month automatically. Additional credits can be purchased in packages or redeemed via claim codes.

Credits have an expiry date. Free monthly credits and purchased packages each have their own lifetime, visible in the Credits history tab.

Organisation

An Organisation is a shared workspace that multiple users can belong to. Templates, events, and certificates created inside an organisation are shared with all members. You can switch between your personal workspace and any organisation you belong to using the switcher at the top of the sidebar.

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Panel Overview | Credenza