Documents - Certificate Master Settings
Modified on: Fri, 18 Oct, 2024 at 2:37 PM
EZLynx has redefined how Master Certificates are created and managed. This will cause a more streamlined workflow for Master Certificates and includes a number of new features.
(Please note: The Master Certificate feature is available in our Level 2 and Level 3 Management System.)
If you are interested in our Management System, please email sales@ezlynx.com
The Certificate Settings tab allows for the following options to be configured:
- Certificate Holders - Add or edit common Certificate Holders for faster Master Certificate creation
- Master Remarks - Add or edit common Master Remarks for faster Master Certificate creation
(Please note: The Certificate Settings is only visible for Admin Users. If you are interested in becoming an Admin for Master Certificates, please email support@ezlynx.com)
Accessing Certificate Settings
1. Hover over the Settings (gear) icon.
2. Click Certificate Settings.
Creating a Certificate Holder
3. Click the Holders tab.
4. Click the green Add Certificate Holder button.
5. Type in the name of the Certificate Holder.
6. All other fields are optional. However, we do recommend inputting as much information as needed for quicker Certificate Master creation.
7. Click the green Save button.
Once the Certificate Holder is created, it can be used on Master Certificate. To learn how to create a Master Certificate, please see: Master Certificate Workflow
Managing Certificate Holders
Name | Function |
1. Search Master Holders | Ability to search for specific Certificate Holder via Name, Address, Email or Phone |
2. Name | Name of the Certificate Holder / Can be sorted |
3. Address | Address of the Certificate Holder / Can be sorted |
4. Email | Email address of the Certificate Holder / Can be sorted |
5. Phone | Number inputted in the Phone field of the Certificate Holder / Can be sorted |
6. Created By | EZLynx user that created the Certificate Holder / Cannot be sorted |
7. Shared | Whether or not the Certificate Holder is shared to all in the Agency / Can be sorted |
8. Actions | Edit, Share, or Delete the Certificate Holder |
9. Paging Options | Ability to change the items per page and move through multiple pages |
Creating a Master Remark
3. Click the Remarks tab.
4. Click the green Add Remark button.
5. Type in the Title.
6. Type in the Remarks.
7. There is a character counter for the remarks down below.
8. Click Save.
Once the Master Remark is created, it can be used on Master Certificate. To learn how to create a Master Certificate, please see: Master Certificate Workflow
Managing Master Remarks
Name | Function |
1. Search Title or Remarks | Ability to search for specific Master Remarks via Title or Content |
2. Title | Title of the Master Remark / Can be sorted |
3. Remarks | Content of the Master Remark / Can be sorted |
4. Character Count | Total character count of the Master Remark / Can be sorted |
5. Created By | EZLynx user that created the Master Remark / Cannot be sorted |
6. Last Modified | Date and Time of most recent update to the Master Remark / Can be sorted |
7. Shared | Whether or not the Master Remark is shared to all in the Agency / Can be sorted |
8. Actions | Copy, Delete, Edit, or Share the Master Remark |
9. Paging Options | Ability to change the items per page and move through multiple pages |
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