Before using the Greenlight CM™ module for the first time, access and security rights must be set up for any pVault® user who will be using the Greenlight CM™ module.
Access and security rights are set up in pVault®. Click here for details on adding users. Click here for details on adding security groups.
Permissions and role responsibilities can be set up from the Greenlight CM™ screen and are visible after clicking Manage Greenlight CM™.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, .
The main screen displays with the Dashboard tab active:
3.Click any of the following toolbar icons:
- Refresh. Click this icon to refresh the active page.
- Job. Click here for details.
- Vendor. Click here for details.
- Contacts. Click here for details.
- Master Address Book. Click here for details.
- Add Waivers. Click here for details.
- Record Waivers Received. Click here for details.
- Portal Download Queue. Click here for details.