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 the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select the Business Licenses offering.

3. From the Functional Areas list in the left panel, select Agency Profile.

4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select the Manage Credential Layout and Credentials link in the tasks list.

5. On the Credential Layout tab of the Credentials page, click the attribute code row to set up the credential attributes that apply to 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 the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select the Business Licenses offering.

3. From the Functional Areas list in the left panel, select Agency Profile.

4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select the Manage Credential Layout and Credentials link in the tasks list.

5. Click the Credentials tab on the Credentials page.

6. Click the Add (+) button.

7. On the New credential drawer, add the credential that your agency wants to collect and the attributes that you want to require, and repeat 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.
   Expiration condition section	Set up credential expiration conditions using the business license condition options. This information is required for applying conditions when credentials expire. See Setting Up Credential Conditions.
   Business License Condition	Select a business license condition from the agency-defined conditions in the drop-down list.
   Apply conditions to transactions	Turn on this switch to apply the credential expiration condition to new transactions associated with the business license. You turn off the switch if you don't want the condition to be applied to the related transactions.
   Enable in-process transactions	Turn on this switch to apply the condition to business license transactions already in progress. This option is available only if the switch to apply conditions to transactions is turned on.
   Enabled	Turn on the Enabled switch to make the credential setup active in the system.

   Click Save to save the credential and close the drawer.

8. In the list of credentials on the Credentials tab, click the Select Required Attributes link to select the attributes that you want to require for the selected credential. On the drawer, mark the check box for each required attribute. Only the attributes that you configured on the Credential Layout tab are available to select. Click Save.

9. In the list of credentials on the Credentials tab, click a credential row to open the Credential details drawer, where you can make changes to the description and expiration condition fields, as well as enable the credential for use and save changes or delete the credential.

10. Click the Export icon button above the grid to download the credentials to a CSV file.