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:
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Zip file download
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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 |
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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:
|
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:
|
Government Sanction List Check Results | |
NAME |
Displays the name of the government sanction. |
COMPANY |
Indicates whether the company passed the government sanction.
|
INDIVIDUAL |
Indicates whether you passed the government sanction.
|
DESCRIPTION | Displays a description of the government sanction. |
Share My Credentials Screen Actions
Share My Credentials: Zip File Download
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Navigate to Manage Reps > Share My Credentials.
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The Share Credentials dropdown opens with a list of credentials. Select the credentials you want to share.
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Select Download selections as a .zip file to download the credentials as a .zip file. You can then distribute the .zip file as needed. The credential sharing process is completed.
Share My Credentials: Email
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Navigate to Manage Reps > Share My Credentials.
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The Share Credentials dropdown opens with a list of credentials. Select the credentials you want to share.
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Select Share.
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Additional fields appear. Fill out the fields in the Credential Recipient section.
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Recipient’s First Name
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Recipient’s Last Name
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Recipient’s Email
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Select Share. An email is sent to the recipient, informing them how to access the credentials.