My Credential Manager: Share My Credentials

The Share Rep Credentials screen lets you share your credentials with necessary recipients. You can share credentials in two ways:

  • Zip file download

  • Email

This topic describes each field and action you can take from the Share My Credentials screen.

Share Credentials

The Share Credentials section lets you select which credentials you want to share and then share those credentials via .zip file download or email.

Field Field Description
Select credentials to share

Select each credential you want to share. You can select a maximum of 25 credentials.

Select Select All to select all credentials.

Download selections as .zip file Select to download the selected credentials as a .zip file.
Share

Select to share the selected credentials.

The following fields in the Credential Recipient, Credentials, and Government Sanction List Check Results sections appear.

Credential Recipient
Recipient’s First Name Enter the recipient’s first name.
Recipient’s Last Name Enter the recipient’s last name.
Recipient’s Email Enter the recipient’s email address.
Share Select to send the credentials to the recipient. An email is sent to the recipient, informing them how to access the credentials.

Preview of Credentials for [rep name]

Company Name Displays the company you belong to.

Credential validity date

Displays the date your credentials became valid.

General Information

Displays general information about you. The following information may be displayed:

  • Name

  • Title

  • Phone

  • Email

  • Fax

  • Company

  • Company phone

  • Company Fax

  • Company Email

  • Web site

  • Type of business

  • Publicly Traded

  • Public Symbol

  • Founding Year

  • No. of employees

  • Company Address

  • Photo

Credentials

CREDENTIAL TYPE Displays the credential type.

EFFECTIVE DATE

Displays when the credential became effective.

EXPIRATION DATE Displays when the credential expires.

ACTION

Select to take action on the credential. The available actions are:

  • View: Select to view the credential.

  • Print: Select to print the credential.

  • Download: Select to download the credential.

Government Sanction List Check Results

NAME

Displays the name of the government sanction.

COMPANY

Indicates whether the company passed the government sanction.

  • PASS is displayed if the company passed the sanction.

  • FAIL is displayed if the company failed the sanction.

INDIVIDUAL

Indicates whether you passed the government sanction.

  • PASS is displayed if the rep passed the sanction.

  • FAIL is displayed if the rep failed the sanction.

DESCRIPTION Displays a description of the government sanction.

Share My Credentials Screen Actions

Share My Credentials: Zip File Download

Share My Credentials: Email