Adding Certificates to Trust Profile

The Vendor Portal module allows you to choose the certificates you would like to add to your Trust Profile. These certificates will become available for users to view and request on the Exchange.

To add certificates

  1. On the Vendor Portal menu, select Trust Profile. The Trust Profile screen appears.


  2. Select the Certificates & Attestations tab and click the Add button. The Add Certificate modal appears.


  3. Select the certificates you would like to add to the Trust Profile.
  4. Click the Next button.
  5. Enter the certificate details. For more information, see Enter Certificate Details Screen Reference.
    Note:

    You can delete previously selected certificates by clicking the Previous button and unchecking the boxes you've just selected.

  6. Click the Finish button.

Enter Certificate Details Screen Reference



Field
Description
Certification Date

Select the date in which the certification was received. This field is required.

Expiration Date

Select the date in which the certification will expire.

Source URL

Enter the URL of the website that proves this company is certified.

Certificate URL

Enter the certificate URL.

To edit certificate details

  1. On the Certificates tab, click the certificate tile for the certificate you would like to edit. The Edit pane appears.


  2. Edit the fields as necessary.
  3. Click the Save button.

To delete certificates

  1. On the Certificates tab, click the Context Menu icon for the certificate you would like to delete. The Context menu appears.

  2. On the Context menu, select Delete. The Delete Certificate modal appears.


  3. Click the Confirm button.