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Certlister Guide

7
  • How to Create Your CertLister Account
  • Understanding Your Dashboard
  • Create Your First Certificate
  • Embed Verification Widget on Your Website
  • Bulk Import Certificates from CSV
  • Certificate Generator: Create Professional PDFs
  • Invite Team Members to Your Organization
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  • How to Create Your CertLister Account

How to Create Your CertLister Account

7 min read

Overview

Setting up your CertLister account takes less than 5 minutes. You’ll create your organization, set up your profile, and be ready to start issuing certificates.


Method 1: Sign Up with Email and Password

Step 1: Go to the Sign Up Page

  1. Visit https://certlister.com
  2. Click the “Get Started” or “Sign Up” button in the top right corner
Certlister Sign-up Page

Step 2: Fill Out the Registration Form

You’ll see a registration form with these fields:

Your Account Information:

  • First Name – Your first name
  • Example: “Sarah”
  • Last Name – Your last name
  • Example: “Johnson”
  • Email Address – Your work email (you’ll use this to log in)
  • Example: “sarah@yourschool.edu”
  • Password – Must meet security requirements:
  • At least 8 characters long
  • One uppercase letter (A-Z)
  • One lowercase letter (a-z)
  • One number (0-9)
  • One special character (!@#$%^&* etc.)
  • Example: “MySchool2024!”

Important: Your organization will be automatically created as “[Your First Name]’s Organization”. You can change this later in Settings.

Accept Terms:

  • ✅ By continuing, you agree to the Terms of Service and Privacy Policy (links provided on the form)

Step 3: Complete CAPTCHA Verification

CertLister uses Cloudflare Turnstile to prevent spam accounts.

  1. You’ll see a CAPTCHA verification box
  2. Check the box that says “I am human”
  3. Wait for the green checkmark

Step 4: Click “Create Account”

  1. Review all information for accuracy
  2. Click the “Create Account” button
  3. Wait a few seconds while your account is created

Step 5: Verify Your Email (if required)

Depending on your settings, you may need to verify your email:

  1. Check your email inbox for a message from CertLister
  2. Click the verification link in the email
  3. You’ll be redirected back to CertLister

Didn’t receive the email?

  • Check your spam/junk folder
  • Wait 5 minutes (sometimes emails are delayed)
  • Request a new verification email from the login page

Method 2: Sign Up with Google

Faster option if you have a Google account

Step 1: Click “Sign Up with Google”

  1. On the registration page, click the “Sign Up with Google” button
  2. A Google sign-in popup will appear

Step 2: Choose Your Google Account

  1. Select the Google account you want to use
  2. Review the permissions CertLister is requesting
  • Basic profile information (name, email)
  • This is used only for your account setup
  1. Click “Continue” or “Allow”

Step 3: Complete Setup

Since you’re signing in with Google, CertLister already has your name and email.

Your organization will be automatically created as “[Your First Name]’s Organization”. You can change this later in Settings → Organization.

Click “Complete Setup” to finish registration.


What Happens After Sign Up?

Automatic Setup

When you create your account, CertLister automatically:

✅ Creates your organization database
✅ Sets you as the organization Admin
✅ Generates 5 sample certificate categories
✅ Creates 20 sample certificates (for testing)
✅ Sets up your verification portal
✅ Initializes your dashboard

This all happens in under 5 seconds.


You’ll Be Redirected to Your Dashboard

After successful sign-up, you’ll see:

  1. Welcome message – “Welcome to CertLister!”
  2. Interactive tour prompt – Option to take a guided tour (recommended for new users)
  3. Your dashboard – Showing your sample data
Certlister Dashboard

Take the Interactive Tour (Recommended)

For new users, we recommend taking the 3-minute interactive tour:

  1. Click “Start Tour” when prompted
  2. Follow the step-by-step guide
  3. Learn where everything is located

Tour covers:

  • Dashboard overview
  • Creating certificates
  • Managing categories
  • Verification system
  • Settings and team members

You can skip the tour and take it later from Settings → Help & Tours.


Your Free Tier Account

When you sign up, you automatically get:

✅ 50 certificates – More than enough to get started
✅ 1 user – That’s you (invite more with Pro)
✅ All core features – Certificate management, verification, expiration tracking
✅ Public verification portal – Let employers verify certificates instantly
✅ Professional templates – 3 certificate templates to choose from
✅ No credit card required – Completely free, no trial limitations
✅ No time limit – Use the Free tier forever

Want more? Upgrade to Pro for unlimited certificates and team collaboration.


Next Steps

Now that your account is created, here’s what to do next:

1. Explore Your Dashboard (5 minutes)

Learn what the dashboard shows and where to find features.

→ Read: Understanding Your Dashboard


2. Delete Sample Data (2 minutes)

CertLister created sample certificates for testing. Delete them before adding real data.

How to delete sample certificates:

  1. Go to Certificates page
  2. Select all certificates (checkbox at top)
  3. Click “Delete Selected”
  4. Confirm deletion

How to delete sample categories:

  1. Go to Categories page
  2. Delete or rename the sample categories

3. Create Your First Real Certificate (10 minutes)

Follow our step-by-step guide to issue your first certificate.

→ Read: Create Your First Certificate


4. Invite Team Members (Optional, 5 minutes)

If others will help manage certificates, invite them now.

→ Read: Invite Team Members


Troubleshooting

“Email already exists”

Problem: You already have an account with that email.

Solution:

  • Try logging in instead of signing up
  • Use the “Forgot Password” link if you don’t remember your password
  • Use a different email address if you want a separate account

“Password too weak”

Problem: Your password doesn’t meet security requirements.

Requirements:

  • At least 8 characters long
  • One uppercase letter (A-Z)
  • One lowercase letter (a-z)
  • One number (0-9)
  • One special character (!@#$%^&*)

Solution:

  • Use a mix of all required character types
  • Avoid common passwords (like “Password123!”)
  • Example: “MySchool2026!”

“First name required” or “Last name required”

Problem: You didn’t enter your name.

Solution:

  • Enter both your first name and last name
  • These are used to create your account and auto-generate your organization name
  • Use your real name for better professionalism

CAPTCHA not working

Problem: The verification box won’t load or accept your input.

Solution:

  • Refresh the page and try again
  • Disable browser extensions (especially ad blockers) temporarily
  • Try a different browser (Chrome, Firefox, Safari, Edge all work)
  • Check your internet connection

Account created but can’t log in

Problem: You created an account but login fails.

Possible causes:

  1. Email verification required – Check your email for a verification link
  2. Wrong password – Use “Forgot Password” to reset
  3. Account locked – After 5 failed login attempts, accounts lock for 15 minutes

Solution:

  • Check your email for verification message
  • Wait 15 minutes if account is locked
  • Use “Forgot Password” if you’re unsure of your password

Google Sign-In not working

Problem: Google button doesn’t work or shows an error.

Common issues:

  1. Popup blocked – Allow popups for certlister.com in your browser
  2. Third-party cookies disabled – Enable cookies in browser settings
  3. Google account issue – Try signing out of Google and back in

Solution:

  • Check browser settings to allow popups and cookies
  • Try regular email/password sign-up instead
  • Clear browser cache and try again

Security Tips

Keep Your Account Secure

✅ Use a strong password – At least 12 characters with mixed types
✅ Don’t share your login – Each team member should have their own account
✅ Log out on shared computers – Don’t stay logged in on public/shared devices
✅ Enable two-factor authentication – Extra security for your account (available in Settings)
✅ Keep email secure – Your account recovery goes through email


Your Data is Safe

CertLister uses enterprise-level security:

  • Encrypted connections – All data transmitted over HTTPS
  • Secure passwords – Passwords are hashed with bcrypt (never stored as plain text)
  • Isolated data – Your organization’s data is isolated from others
  • Regular backups – Data backed up daily
  • Google Cloud Platform – Hosted on secure, reliable infrastructure

Frequently Asked Questions

Q: Is the Free tier really free forever?

A: Yes. There’s no time limit, no credit card required, and no surprise charges. You can use the Free tier (50 certificates, 1 user) indefinitely.


Q: Can I create multiple organizations?

A: Each email address can have one organization. If you need multiple separate organizations (e.g., different schools), use different email addresses or contact support for multi-organization accounts.


Q: Can I change my organization name later?

A: Yes. Go to Settings → Organization and update your organization name anytime.


Q: What happens to my sample data?

A: Sample certificates and categories are created to help you learn the system. You can delete them anytime. They count toward your 50-certificate limit on the Free tier.


Q: Can I upgrade to Pro later?

A: Absolutely. You can upgrade from Free to Pro anytime. Your existing certificates and data remain intact.


Q: What if I need help?

A: We’re here to help:

  • Help Center – Browse all help articles (you’re reading one now!)
  • Contact Support – Email info@certlister.com
  • Response time – Usually within 24 hours on business days

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