Achievement Certificates
When to use this screen
List evaluation-passed / milestone certificates for staff. Sending bulk payout PDFs is the other certificates screen.
Who can open it / who to ping
- View trader payouts. Ping support if a trader passed but no certificate exists — product rules may delay issuance.
Find the record
Open Admin → Accounts & Credits → Achievement Certificates.
Happy path
- Search the trader/account.
- Confirm they actually passed (Accounts Management).
- If missing, escalate to product — do not fake a PDF.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| List | “Where is my certificate?” | Read — trader downloads on their Certificates page |
If this fails
- Passed on a demo or non-qualifying account: no certificate by design.
- Feature flag off on trader UI: they will not see it even if you see it here.