Adding a Qualifying Party

<< Click to Display Table of Contents >>

You are here:  Greenlight Compliance Manager™ > Company Level > Our Licenses >

Adding a Qualifying Party

Qualifying parties can be added to each license. In addition, you can also track continuing education hours for each qualifying party.

 

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, GreenlightAdd-Plus-button-mh.