In RedTeam Flex, you can assign and record Credentials for employees, customers, vendors, third parties, and any other entity in the system. Often, these Credentials are used to track insurance and other documents for Vendors, such as General Liability insurance, Worker's Comp, W-9, etc.
Credentials may also be used to track other distinctions about the various companies in your database, such as which are MBE or WMBE certified, Union vs. Non-Union, Veteran-Owned, etc. You can also use them to track credentials for your employees, such as OSHA certifications.
Add a New Credential to the Master List in Configuration
Adding a Credential to the Master List makes it available for use throughout RedTeam Flex, allowing you to assign it to employees, vendors, or other entities as needed. Follow the steps below to add one.
Steps:
From the Configuration Menu, select Credentials (under the heading: Controls)
Click the New (+) icon.
Select the Credential Type (which type of contact the credential will be applied to).
Add a Description for the Credential (this is how it will appear when selecting it from a dropdown).
Enter a brief Narrative for the requirements and/or details of the credential.
Check the box if the credential is Required for tracking on every entity (i.e. W-9).
Check the box if an Expiration Date is required when uploading it to an entity's profile (i.e. General Liability).
After you finish, click Save.
