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Before using the Greenlight CM™ module for the first time, access and security rights must be set up for any pVault® user who will be using the Greenlight CM™ module.
Access and security rights are set up in pVault®. Click here for details on adding users. Click here for details on adding security groups.
Permissions and role responsibilities can be set up from the Greenlight CM™ screen and are visible after clicking Manage Greenlight CM™.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, .
The main screen displays with the Dashboard tab active:
3.Click any of the following toolbar icons:
• - Refresh. Click this icon to refresh the active page.
• - Job. Click here for details.
• - Vendor. Click here for details.
• - Contacts. Click here for details.
• - Master Address Book. Click here for details.
• - Add Waivers. Click here for details.
• - Record Waivers Received. Click here for details.
• - Portal Download Queue. Click here for details.