Issuer Dashboard

Overview

The Issuer Dashboard is the command center for verified institutions and organizations to issue certificates, manage recipients, and track their certification activities. It provides powerful tools for bulk operations, analytics, and user management.

Dashboard Layout

Navigation Sidebar

• Dashboard Home: Overview and statistics
• Issue Certificate: Create new certificates
• User Search: Find and manage recipients
• Issued Certificates: View all issued certificates
• Templates: Manage certificate templates
• Analytics: Detailed reporting and insights
• Settings: Organization preferences
• Team Management: Manage team members

Main Content Area

• Real-time statistics and metrics
• Quick action buttons
• Recent activity feed
• Pending tasks and notifications

Core Features

1. User Search

Search Functionality:

• Wallet Address Search: Primary search method
• Email Search: Search by recipient email
• Name Search: Find users by display name
• Advanced Filters: Filter by registration date, activity, etc.

Search Process:

1. Enter search criteria (wallet address, email, or name)
2. Click "Search" button
3. Success: User details displayed
4. Failure: "User not found" message with options to:
   • Try different search terms
   • Invite user to platform
   • Return to dashboard

User Information Display:

• Basic Profile: Name, email, profile picture
• Wallet Address: Verified blockchain identity
• Join Date: When user registered on platform
• Certificate History: Previous certificates from your organization
• Verification Status: Account verification level

Actions Available:

• Issue Certificate: Direct certificate issuance
• View History: All certificates issued to this user
• Send Message: Contact user directly
• Add to Favorites: Quick access for frequent recipients

2. Certificate Issuance

Issuance Form Fields:

• Recipient: User wallet address (from search)
• Certificate Title: Degree, course, or achievement name
• Description: Detailed certificate description
• Category: Type of certificate (Degree, Course, Training, etc.)
• Issue Date: Certificate issuance date
• Expiry Date: Optional expiration date
• Additional Details: Custom fields based on template

Advanced Options:

• Certificate Template: Use pre-designed templates
• Custom Fields: Add organization-specific information
• Verification Level: Set verification requirements
• Privacy Settings: Control certificate visibility

Issuance Process:

1. Complete certificate form with all required details
2. Review certificate preview
3. Confirm issuance
4. Success: Certificate issued and confirmation sent
5. Failure: Error message with resolution steps

Bulk Issuance:

• CSV Upload: Issue multiple certificates at once
• Template Application: Apply same template to multiple recipients
• Batch Processing: Queue large issuance jobs
• Progress Tracking: Monitor bulk issuance status

3. Read Issued Certificates

Certificate Management:

• Complete List: All certificates issued by organization
• Search & Filter: Find specific certificates quickly
• Sort Options: By date, recipient, status, type
• Export Options: Download certificate data

Certificate Display Information:

• Certificate Title: Name of the issued certificate
• Recipient: User who received the certificate
• Issue Date: When certificate was created
• Status: Active, Expired, Revoked, Pending
• Verification: Blockchain verification status
• Last Activity: Recent certificate activity

Certificate Actions:

• View Details: Full certificate information
• Edit Certificate: Modify certificate details (if allowed)
• Revoke Certificate: Cancel certificate validity
• Resend: Send certificate notification again
• Download: Get PDF or JSON version
• Share: Generate public verification links

Status Management:

• Active Certificates: Currently valid certificates
• Pending Certificates: Awaiting recipient acceptance
• Expired Certificates: Past expiration date
• Revoked Certificates: Cancelled by issuer

Dashboard Analytics

Issuance Statistics

• Total Certificates Issued: All-time issuance count
• Monthly Issuance: Current month statistics
• Popular Certificate Types: Most issued certificate categories
• Recipient Demographics: Geographic and demographic data

Performance Metrics

• Issuance Success Rate: Percentage of successful issuances
• Average Processing Time: Time from creation to issuance
• Recipient Engagement: How often certificates are viewed/shared
• Verification Rate: Percentage of verified certificates

Activity Timeline

• Recent certificate issuances
• User search activities
• System notifications
• Team member actions

Template Management

Template Features

• Pre-built Templates: Ready-to-use certificate designs
• Custom Templates: Create organization-specific designs
• Template Editor: Visual template customization
• Brand Integration: Add logos, colors, and styling

Template Types:

• Academic Degrees: University and college degrees
• Professional Certificates: Industry certifications
• Course Completion: Training and course certificates
• Achievement Awards: Recognition and achievement certificates

Team Management

Multi-User Access

User Roles:

• Admin: Full access to all features
• Issuer: Can issue certificates and search users
• Viewer: Read-only access to certificates and analytics
• Template Manager: Can create and edit templates

Team Features:

• User Invitations: Invite team members via email
• Permission Management: Set role-based permissions
• Activity Monitoring: Track team member actions
• Audit Logs: Complete activity history

Bulk Operations

Bulk Certificate Issuance

• CSV Import: Upload recipient lists
• Template Application: Apply templates to bulk lists
• Progress Monitoring: Real-time processing updates
• Error Handling: Detailed error reports for failed issuances

Data Management

• Export Options: Bulk data export in various formats
• Backup Features: Regular data backups
• Archive Management: Archive old certificates
• Data Cleanup: Remove duplicate or invalid records

Integration Features

API Access

• REST API: Full programmatic access
• Webhook Support: Real-time event notifications
• SDK Libraries: Pre-built integration libraries
• Documentation: Comprehensive API documentation

API Capabilities:

• Automated certificate issuance
• User lookup and management
• Certificate verification
• Analytics data retrieval

Third-Party Integrations

• Learning Management Systems: Direct LMS integration
• Student Information Systems: University system connections
• HR Systems: Employee certification tracking
• Custom Applications: Build custom integrations

Security & Compliance

Security Features

• Multi-Factor Authentication: Enhanced account security
• IP Whitelisting: Restrict access by IP address
• Session Management: Secure session handling
• Audit Trails: Complete action logging

Compliance Tools

• Data Retention: Configurable data retention policies
• Privacy Controls: GDPR and CCPA compliance features
• Regulatory Reporting: Generate compliance reports
• Data Encryption: End-to-end data protection

Reporting & Analytics

Standard Reports

• Issuance Reports: Certificate issuance statistics
• User Activity: Recipient engagement reports
• Verification Reports: Certificate verification analytics
• Performance Reports: System performance metrics

Custom Reports

• Report Builder: Create custom analytics reports
• Scheduled Reports: Automated report generation
• Data Visualization: Charts and graphs
• Export Options: Multiple export formats

Support & Training

Onboarding

• Setup Wizard: Step-by-step account setup
• Training Materials: Video tutorials and guides
• Best Practices: Optimization recommendations
• Personal Onboarding: Dedicated support for large organizations

Ongoing Support

• Priority Support: Dedicated support for issuers
• Live Training: Regular webinars and training sessions
• Community Forum: Issuer community discussions
• Feature Requests: Submit and vote on new features

Mobile & Accessibility

Mobile Experience

• Responsive Design: Optimized for all devices
• Mobile App: Native mobile application
• Offline Capabilities: Limited offline functionality
• Touch Optimization: Mobile-friendly interface

Accessibility

• Screen Reader Support: Full accessibility compliance
• Keyboard Navigation: Complete keyboard access
• Language Support: Multiple language options
• Contrast Options: High contrast mode available