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pVault® Help

The Info/Contacts screen is where you add any company contacts that will be using or receiving notifications through Greenlight CM™.

 

1.From the ribbon toolbar, click Greenlight.

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

3.Click the Info/Contacts tab.
 
The following screen displays:
 
GreenlightmainscreenInfo-Contactstabpopulated-mh

 

4.Click Add, GreenlightmainscreenInfo-ContactstabAddbutton-mh.
 
The Contacts to Company window displays:
 
GreenlightmainscreenInfo-ContactstabAddContactstoCompanywindow-mh
 

5.If the company contact is a current Greenlight CM™ user, select the Existing Users dropdown menu and select the contact. Click Add, GreenlightAddbuttonnoimage-mh.
 
Note:  The fields in the Contacts to Company window will populate systematically.
 
If the company contact is not a current Greenlight CM™ user, enter the information in the appropriate fields:
 
GreenlightmainscreenInfo-ContactstabAddContactstoCompanywindowpopulated-mh
 

6.Be sure to click the Active check box to make this new contact active.

 

7.Click Add, GreenlightJobContactstabAddbutton-mh.
 
The completed Info/Contacts tab grid will resemble the following:
 
GreenlightmainscreenInfo-Contactstabpopulated1-mh
 

 

Version 2024.01.36 3/11/2025
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