General

<< Click to Display Table of Contents >>

You are here:  Greenlight Compliance Manager™ > Manage Greenlight™ >

General

 

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh.
 
The main screen displays with the General tab active:
 
GreenlightManageGreenlightmainscreen-mh

 

Notes:  

The users listed in the General tab grid come systematically from pVault®.

Administrators must assign a Company Role to each user in Greenlight CM™. Click here for details.

Administrators must assign a Job Role to each user in Greenlight CM™. Click here for details.

 

 

Assigning Roles to Users

 

1.Click to select a user.

2.Click on the associated Company Role column field dropdown to select a role.
 
GreenlightManageGreenlightGeneraltabCompanyRolecolumndropdown-mh
 
Note: No Role Assigned is the default.
 

3.Once a Company Role is selected, click on the associated Default Job Role column field dropdown to select a role.
 
GreenlightManageGreenlightGeneraltabJobRolecolumndropdown-mh
 
Note: No Role Assigned is the default.
 

4.After selected the Company and Job Roles for each user as appropriate, click OK.
 
The General tab may resemble the following:
 
GreenlightManageGreenlightmainscreenpopulated-mh