Setting Up Credentials

Your agency can collect credential information specific to a business license during the origination, amendment, and renewal application processes. You must first set up the credential attribute layout applicable to all credentials in your Business License system and identify required attributes for each credential on the Credential Layout and Credentials pages, respectively.

A credential is any type of official document, such as a certificate, bond, permit, or license, that is associated with a business license. For each credential, your agency can collect this information:

• Qualifier name (the name of the qualifying individual on the credential)

• Business name

• Description

• Amount

• Currency

• Start date

• Expiration date

• Exemption status and reason

If the exemption attributes for a credential are configured, applicants who indicate that they are exempt from a credential on the business license application form don't need to provide any other information for the credential that the agency requires.

After defining the layout of credential attributes at the system level and identifying required attributes for credentials as described in this topic, you group the credentials and associate the group with a business license application on the intake form. For more information, see Setting Up Credential Groups.

Defining Credential Attributes

You must set up and enable the credential attributes in the system here before they're available for configuration on individual credentials.

1. Select Common Setup > Credentials.

2. On the Credential Layout page, set up the credential attributes for all credentials.

   Page Element	Description
   Attribute Code	Configure each attribute code in the system. For example, you can enter a label of Business Name for the OraBusinessName attribute code.
   Label	Enter the attribute label that will appear in the Credentials section on the business license application, if enabled.
   Type and Length	View the attribute type and character length.
   Enabled	Turn on the Enabled switch to enable the attribute for all credentials set up in the system. An attribute must be enabled here for it to be configured on an individual credential.
   Required	Turn on the Required switch to make this credential attribute required by default on all credentials. You can change the requirement for each credential.

   Note: You can enable additional attributes that you want to collect after the credential setup is already in use, but you can't make the attributes required due to potential conflicts with missing credential data in existing records.

Adding Credentials

1. Select Common Setup > Credentials.

2. Click the Credentials tab.

3. Enter the credentials that your agency wants to collect and the attributes that you want to require for each credential.

   Page Element	Description
   Credential Code	Configure each credential in the system.
   Short Description and Description	Enter the attribute label that will appear in the Credentials section on the business license application, if enabled.
   Select Required Attributes	Click the link to select the attributes that you want to require. On the modal page, click the Required check box for each attribute and click Save. Only the attributes that you configured on the Credential Layout page appear in the list.
   Enabled	Turn on the Enabled switch to make the credential setup active in the system.

4. Use the Add and Delete action buttons to add or delete credential rows.