1.From the ribbon toolbar, click Greenlight CM™.
2.Click Manage Greenlight.
The main screen displays with the Users tab active:
Notes:
•The users listed in the Users tab grid come systematically from Sage Paperless Construction.
•Administrators must assign a Company Role to each user in Greenlight. Click here for details.
•Administrators must assign a Job Role to each user in Greenlight. 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.
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.
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:
Greenlight Email Queue
With the proper access to Manage Greenlight, you can click Greenlight Email Queue to access the View Email Queue dialog similar to the following:
Based on the Filter radio button you select, a populated dialog resembles the following:
Here you can review emails, resend them or delete them.