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pVault® Help

The Company Level contains your company's records and configuration. From here you can view compliance dashboards and company contacts, build insurance templates and track your company's insurance and licenses.

 

 

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 here you can access the following tabs:

 

For details on the Dashboard tab, click here.

For details on the Info/Contacts tab, click here.

For details on the Insurance Templates tab, click here.

For details on the Documents tab, click here.

For details on the Our Insurance tab, click here.

For details on the Our Licenses tab, click here.

 

 

To edit the company name, click GreenlightEditCompanyNameicon-mh. The Company name field displays similar to the following:

 

GreenlightEditCompanyName-mh

Make your changes. Be sure to click Save.

 

 

If you right click on the company, the following sub menu displays:
 
GreenlightLeftNavBarrightclickmenudropdown-mh
 

Click here tor details.

 

 

Version 2024.01.36 1/30/2025
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