How do I use License Manager?

Welcome to your License Manager module, your central hub for efficiently managing your firm and individual licenses. You'll learn how to utilize the Heat Map to visually represent your licenses and the summary section for quick insights into upcoming events. We'll explore the License List tab for an overview of all licenses and how to access detailed license information, including agency details, Compliance Core Data, events, locations, qualifying individuals, and license classifications. We'll also show you how to manage specific license information through the Events, Continuing Education, Documents, Notes, and Credentials tabs. You'll discover how to navigate the Settings tab to bulk assign events, add custom license types, and manage email notifications.

Finally, we will walk you through the step-by-step process of adding a new license by importing details and events, and how to manage custom licenses.