Adding a Qualifying Party

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Adding a Qualifying Party

 

Qualifying parties can be added to each license.

 

1.From the ribbon toolbar, click Greenlight.

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

3.Click the Our Licenses tab.
 
The following screen displays:
 
GreenlightmainscreenOurLicensestabscreen-mh
 

4.From the Our License tab, in the Company License grid, click to select the license to which you want to add a qualifying party.

5.Click the Qualifying Parties tab.
 
GreenlightmainscreenOurLicensestabQualifyingPartiestab-mh
 

6.Click Add, GreenlightAdd-Plus-button-mh.
 
The Add Qualifying Parties dialog box similar to the following displays:
 
GreenlightOurLicensestabQualifyingPartiesdialog-mh
 

7.Add the Qualifying Party by clicking one of the following radio buttons:
 

Import from Company Contacts

If the Qualifying Party is a company contact, choose this person from the dropdown menu.

Existing Qualifying Party

If the Qualifying Party was already added to a previous license, choose this person from the dropdown menu.

Add New Qualifying Party

If the Qualifying Party is not a company contact and was not previously added, choose this option and enter the individual's name.

 

5.Click Add, GreenlightAddbutton-mh.