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My Certivance Dashboard

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Written by Chef
Updated this week

When you log in to My Certivance, the first page you’ll see is your Dashboard. This is your starting point for everything in your account.

What You’ll See on the Dashboard

  1. Balance Summary

    • A quick view of what you owe or any available credits.

  2. Last Payment Made

    • Shows the most recent payment applied to your account.

  3. My Details

    • Your contact information (name, email, phone, company).

    • Click to update if anything changes.

  4. Shared Documents

    • Access files provided by Certivance — including certificates, study guides, or project reports.

  5. Navigation Menu

    • From here you can move to:

      • Invoices – view or download invoices.

      • Subscriptions/Enrollments – manage your active programs.

      • Payments Made – see receipts.

      • Projects – view consulting engagements.

      • Statements – download account summaries.

      • Quotes & Sales Orders – view proposals and orders.

      • Credit Notes – check credits applied to your account.


Visual Walkthrough

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