Portal button

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Portal button

Important:  Portal access codes generated here are single use only.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on a vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Portal button, GreenlightPortalbutton-mh.
 
The following Vendor Portal Access window displays:
 
GreenlightVendorPortalAccesswindow-mh
 

5.Click the Generate button to generate either Insurance Access or Lien Waiver Access code--or both--to provide access to an vendor contact to enter insurance or lien waiver information.
 
You must have a company portal code configured the company level. If you are not configured and you attempt to generate an access code, the following warning prompt will display:
 
GreenlightVendorPortalAccesswindowGeneratewarningprompt-mh
 
Click here for information on configuring a Portal Company ID.
 
The Vendor Portal Access window will resemble the following:
 
GreenlightVendorPortalAccesswindowpopulated-mh
 

6.Click Save.

7.Provide the generated access code(s) to your vendor for their temporary access to the Greenlight CM™ portal.