Approve or reject a license

A licensed professional can add or renew license information relating to their account in Citizen Access. When a licensed professional submits a new license or a renewal online, an email is sent to the agency indicating a license requires approval. After reviewing the license information, the agency can approve or reject the license.

This feature requires you to customize the content of the renewal and new license notification templates in Civic Platform, by navigating to Civic Platform Administration > Setup > Communication manager > Notification templates. Refer to Create, edit, and delete communication notification templates.

For more information about customizing the content of the emails, see Notification emails.

When administrators configure the emails, the agency can receive email notification that a license requires approval. Follow the instructions below to approve or reject a license for an account.

To approve or reject a license

1. Navigate to Admin > Setup > System tools > Public user.

2. Select the account which requires the license approval.

3. Select the License tab.

   

4. Choose one of the following two options:

   • Approve a license.

     1. Select the check box(es) next to the license(s) that require approval.

     2. Select Approve.

   • Reject a license.

     1. Select the check box(es) next to the license(s) that do not meet license requirements.

     2. Select Reject.