Working with Credentials

Agencies can collect credential information associated with a business license from the origination, amendment, or renewal application intake form. The credential, which is an official document such as a food service certificate for a restaurant or a bond, license, or permit, becomes part of the details stored with the business license.

Agency staff, applicants, business owners, and contacts with application access can view credential information on the Credentials page in the application and license details. Only agency staff with permissions can manage the credential information.

Note: Your agency can also automatically apply conditions to business licenses when credentials associated with the business license expire. For more information, see Setting Up Credential Conditions.

Here's how you can work with business license credentials:

  1. Click the Business License Transactions or Business Licenses tile on the agency springboard or the Applications tile on the landing page for registered public users.

  2. Select an application in the list.

  3. In the left navigation pane, click License Information > Credentials.

  4. View the credentials and attributes that were entered in the application form. Only agency staff with permissions can update the credential information.

    The credential attributes and labels are set up by the agency. The credential information that your agency can collect includes these attributes:

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

    • Business name

    • Description

    • Certificate or license number

    • Amount

    • Currency

    • Start date

    • Expiration date

    • Exemption status and reason

    Applicants may also provide credential documentation as attachments.

    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.