My Credential Manager: Share Rep Credentials

The Share Rep Credentials screen lets you share rep 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 Rep Credentials screen.

Share Staff Credentials

The Share Staff Credentials section of the Share Rep Credentials screen lets you search for a choose the rep with the credentials you want to share.

Field	Field Description
Search Term	Enter a search term and indicate the search criteria. Search criteria includes: All Fields First Name Last Name Email Professional Title
First name	Displays the rep’s last name.
Last Name	Displays the rep’s first name.
Email	Displays the rep’s email address.
Professional Title	Displays the rep’s professional title.
Share Credentials	Select to share the rep’s credentials. The Share Credentials drop-down appears.

Share Credentials

Once you have selected a rep in the Share Staff Credentials section of the Share Rep Credentials screen, the Share Credentials section appears. This 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 for this rep. 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 rep credentials as a .zip file.
Share	Select to share the selected rep 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 the rep belongs to.
Credential validity date	Displays the date the rep’s credentials became valid.
General Information	Displays general information about the rep. 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 the rep 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 Rep Credentials Screen Actions

Share a Rep’s Credentials: Zip File Download

Share a Rep’s Credentials: Email

To share a rep’s credentials via email:

Navigate to Manage Reps > Share Rep Credentials.
Locate the rep with the credentials you want to share.
Select Share.
The Share Credentials dropdown opens with a list of credentials. Select the credentials you want to share.
Select Share.
Additional fields appear. Fill out the fields in the Credential Recipient section.
1. Recipient’s First Name
2. Recipient’s Last Name
3. Recipient’s Email
Select Share. An email is sent to the recipient, informing them how to access the credentials.