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Must know
  • There are two separate certification systems. Volunteer certifications live on Members → Volunteers → Certifications and are part of Volunteer Management. The My Organization → Certifications catalog is for staff and coach credentials, is unrelated to volunteer roles, and is available when a superadmin enables Certifications for your club.
  • A role that lists Required certifications blocks member sign-up with Certification required or Certification expired. An admin who assigns the member directly bypasses the check.
  • Expiry is derived from the certification’s validity window; you record the issue date only.
1

Create the certification

On Members → Volunteers → Certifications click New certification and enter a Name and Validity (months, blank = no expiry). The Catalog panel then shows each certification with “{n} mo validity” or “No expiry”, how many members hold it, and how many roles it gates.
2

Record who holds it

Click Record for member, pick the member and Certification, and enter Issued. “Expiry derives from the certification’s validity window.” The Member records panel lists every record.
3

Require it on a role

Edit or create the role and tick it under Required certifications.
The staff catalog, by contrast (My Organization → Certifications, button Add Certification), has a Renewal Period, an Evaluation Method (Pass/Fail or Point Scale) and Required For (Scopes) — Programs and Events. It is assigned from a staff profile and stops an uncertified staff member being assigned to an event or program. Use it for coaches and instructors, not for volunteer roles. Related: How do I create a volunteer role? · How do I post a volunteer shift? · What is the Features page?