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pVault® Help

1.From the ribbon toolbar, click Greenlight.

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

3.From the vendor sub menu that displays in the left navigation bar, locate a vendor to which a tier or secondary vendor needs to be added and right click Add Contact.
 
A blank Create New Vendor screen displays with the New Vendor radio button selected.
 
Note:  If the tier vendor is on a previous job record, or was already added to the system, click Import.
 
GreenlightVendorscreenVendorContactstabContactstoaddnewcontact-mh

 

4.Use the Existing Contacts field dropdown to view company contacts.
 
GreenlightJobmainscreenContactstabContactstowindowExistingContactsfielddropdown-mh

 

5.Select the new contact from the list.

6.Click Add, GreenlightAddbuttonnoimage-mh.
 
Important: Do not fill out any contact information when adding an existing user. Greenlight CM™ will systematically add the contact's information that was previously entered at the company level.

 

 

Version 2024.01.36 1/30/2025
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