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Documentation Index

Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt

Use this file to discover all available pages before exploring further.

Credentials Portal helps districts track the full credentialing journey: from a candidate’s first course enrollment through their board interviews, mentor relationship, and final recommendation.
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What you can do

Manage People

Add candidates, mentors, and board members. Assign roles, tracks, and tags.

Track Interviews

Schedule and document board interviews with structured forms, audio recording, and file attachments.

Monitor Progress

Candidates and mentors can see course completion, track progress, and upcoming requirements.

Communicate

Send direct messages, group conversations, and district-wide broadcasts.

Who is this guide for?

Use the sidebar to jump to help content written for your role:
RoleDescription
AdminDistrict administrators who manage people, settings, and billing
Board MemberCredentials committee members who conduct and document interviews
MentorMentors assigned to guide candidates through their credentialing journey
CandidateMinisters working toward credentials through a specific track
Your district administrator determines which features are available to you based on your assigned role.

Need help?

Email help@credentialsportal.com — we’re happy to assist. For API support, email api@credentialsportal.com.