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pVault® Help

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh.
 
The main screen displays with the Users tab active:
 
GreenlightManageGreenlightmainscreen-mh

 

Notes:  

The users listed in the Users tab grid come systematically from pVault®.

Administrators must assign a Company Role to each user in Greenlight CM™. Click here for details.

Administrators must assign a Job Role to each user in Greenlight CM™. Click here for details.

 

 

Assigning Roles to Users

 

1.Click to select a user.

2.Click on the associated Company Role column field dropdown to select a role.
 
GreenlightManageGreenlightGeneraltabCompanyRolecolumndropdown-mh
 
Note: No Role Assigned is the default.
 

3.Once a Company Role is selected, click on the associated Default Job Role column field dropdown to select a role.
 
GreenlightManageGreenlightGeneraltabJobRolecolumndropdown-mh
 
Note: No Role Assigned is the default.
 

4.After selecting the Company and Job Roles for each user as appropriate, click OK.
 
The Users tab may resemble the following:
 
GreenlightManageGreenlightmainscreenpopulated-mh
 

 

Greenlight Email Queue

 

With the proper access to Manage Greenlight™, you can click GreenlightEmailQueuebutton-mh to access the View Email Queue window similar to the following:

 

GreenlightViewEmailQueuewindow-mh

 

Based on the Filter radio button you select, a populated window will resemble the following:

 

GreenlightViewEmailQueuewindowpopulated-mh

 

Here you can review emails, resend them or delete them.

 

 

Version 2024.01.36 1/30/2025
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