The credentials tab is where a user can find any credentials that require any input or attention from the provider, are good and current or that are not required. A colored banner/title bar will display to indicate each section.

You are also able to input a license, request a copy from the provider of a document, verify documents, or add additional documentation if needed. 

In order to do this, simply:

  1. Select the green indicator beside the document name to complete the action

  2. Enter the fields

  3. Save or Cancel the action

If a credential is not required but uploaded, you can remove it from the displayed list and mark it under the “Non-Required Documents” section. 

To complete this action:

  1. Select the gear icon to the right of the credential name

  2. Click the green “Change to Not Required” button

This will then move that credential under the “Non-Required Documents” section.

In the case that you would like to add any additional documentation:

  1. Scroll to the bottom of the page (Below the dotted line)

  2. Select the green “Add” button


3. Enter the fields 

4. Save or Cancel the changes.

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