CG3 - Cyber Chat (Alex): Completion Certificates

Completion Certificates allow an administrator to generate documents that certify the training completed by people in your organization. The export produces a downloadable ZIP archive containing one PDF certificate for each user, with a list of completed lessons and their completion dates. It is an on-demand reporting and compliance tool: it is not used to create lessons or monitor progress in real time.

To access the page, open Cyber Awareness from the side menu and select Certificate export.

The Certificate export page: the Download Certificates button in the top right and the table of exports performed (empty on first use).

The page displays a table of the most recent exports. The Download Certificates button in the top right opens the window to start a new export, where you choose the recipients and lessons to include. Each export started appears as a table row, with progress status and, once ready, a link to download the archive.

The feature is designed for:

1. Producing proof of security training for an audit, ISO / compliance review, or HR record.
2. Delivering a personal certificate to a single employee of the lessons they have completed.
3. Exporting certificates for a specific audience — everyone, selected departments, or specific users — and for all lessons or only some.

It is not designed for:

• Monitoring progress, engagement, or completion rates in real time: use the Awareness Dashboard.
• Exporting to a spreadsheet the progress rows for individual users (status, scores, dates): use the raw data export in CSV.
• Allowing end users to download their own certificate: the export is reserved for administrators; end users see their own stars in My Progress.

• Plan: Cyber Chat (Alex) active for your organization.
• Role: platform administrator with the Export certificates permission. The menu item is hidden within an MSP operator session.
• Completed lessons: at least one user must have completed at least one lesson in the selected scope. A user who has not completed any lessons among the selected courses does not receive a certificate, and an export with no eligible users produces nothing.

The initial platform configuration (activating Alex, assigning and delivering lessons) is not covered on this page, which only indicates the requirements that must already be met.

1. From the side menu, open Cyber Awareness and select Certificate export. The page displays the table of recent exports (empty on first use).
2. Click Download Certificates (top right). A dialog window opens.
3. Under Who needs to be certified? choose the recipients:
   • Everyone — all users in the company.
   • Departments — one or more selected departments.
   • Users — specific users, searched and selected by email address.
4. Under What courses should be included? choose the scope:
   • All courses — all lessons completed by each user.
   • Some courses — specific lessons to include.
5. Click Start Export. A new row appears in the table with status In Progress; the page updates the row automatically as the archive is generated.
6. When the row changes to Done, click the Download link to download the ZIP. Inside is one PDF certificate for each user in scope who has completed at least one of the selected lessons.

NOTE: the download link remains available for a window of 7 days; after this period the row disappears from the table. To obtain the archive again, simply re-run the export.

Each PDF is titled Certificate of Completion and includes:

• the user's name and email;
• the phrase "has successfully completed the following courses:";
• the list of completed lessons, each with the date it was completed;
• an Issued on date (the day the export was generated);
• the company name (For:) and the CEO issuing the certificate (Issued by:), with a signature block.

Long lists extend across multiple pages. The file name of each PDF is composed from the user's name and the export date.

NOTE: beyond the choice of recipients and lessons, no customization is provided. The layout, text, company name, and CEO issuing the certificate are fixed; the only variable content is the user, completed lessons, and their dates.

Available controls — the page has no permanent settings; the following choices apply to the individual export:

Settings managed elsewhere that affect what the certificate shows (described in their respective functions):

• Departments and user identity (name, email) — defined in Awareness Users / user settings; determine who is exportable and what is printed on the certificate.
• Lesson catalog and completion — a lesson appears on a certificate only after the user has completed it; assignment and delivery are managed in the Lesson Catalog and Preferences.
• Company name and CEO shown on the certificate — set in the company profile.

• Immediate effect: clicking Start Export immediately adds a row to the table with status In Progress; the page updates it automatically without needing to reload.
• Deferred effect: the archive is generated in the background. When complete, the row shows Done with a Download link; if generation fails it shows Failed. Generation time increases with the number of users and lessons.
• Availability: a completed export remains downloadable for a window of 7 days, after which it disappears from the table. Re-run the export to obtain an updated archive.
• Where to see the result: in the export table on the page — the Status column is the unique reference for each export.

When an export starts, the system collects the users in scope, keeps only the lessons that each user has completed among the selected lessons, and generates a certificate for each user who has at least one. Certificates are produced as PDFs in the background and collected in a single ZIP archive, which the administrator downloads from the export table as soon as it is ready.

Export scope. Recipients can be all users (Everyone), one or more departments (Departments), or specific users (Users). Lessons included can be all those completed (All courses) or only some (Some courses). Only lessons that the user has completed and that fall within the course selection appear; a user with no completed lessons matching the selection is excluded from the archive.

Dates. The date shown on each row of the certificate is the lesson's completion date; the Issued on date is the day the export was generated.

Data and privacy. This function exports employee personal data: each certificate includes the user's name, email, and history of completed lessons, downloadable as PDFs within a ZIP. Handle the archive accordingly. Data lifecycle and rights of data subjects are covered in the service description and security documentation.

What format are the certificates in?
A single ZIP archive containing one PDF certificate for each user.

How long can I download an export?
For a window of 7 days from generation; after this period simply re-run the export.

Can I customize the design, text, or branding of the certificate?
No: beyond the choice of recipients and lessons, no customization is provided.

What date appears on the certificate?
Each lesson row shows its completion date; the Issued on date indicates the day the export was generated.

Do users without completed lessons receive a certificate?
No: only users who have completed at least one lesson in the selected scope are included.

Can end users download their own certificate?
No: the export is reserved for administrators; end users see their own stars in My Progress.

• Cyber Chat (Alex) – Awareness Dashboard — real-time monitoring of completion and engagement; certificates attest to what the dashboard reports.
• Cyber Chat (Alex) – Raw data export (CSV) — the spreadsheet of progress for individual users (status, scores, dates), complementary to certificates for reporting.