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pVault® Help

Before using the Greenlight CM™ module for the first time, access and security rights must be set up for any pVault® user who is 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:
 
Greenlightmainscreenblank-mh
 

3.Click any of the following toolbar icons:

 

GreenlightRefreshtoolbaricon-mh

Refresh

Click this icon to refresh the active page.

GreenlightJobtoolbaricon-mh

Job

Click here for details.

GreenlightVendortoolbaricon-mh

Vendor

Click here for details.

GreenlightContactstoolbaricon-mh

Contacts

Click here for details.

GreenlightMasterAddressBooktoolbaricon-mh

Master Address Book

Click here for details.

GreenlightAddWaiverstoolbaricon-mh

Add Waivers

Click here for details.

GreenlightRecordWaiversReceivedtoolbaricon-mh

Record Waivers Received

Click here for details.

GreenlightPortalDownloadQueuetoolbaricon-mh

Portal Download Queue

Click here for details.

 

 

Version 2024.01.36 1/12/2026
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