Creating an Individual Registration/License Record

Welcome to Thentia Cloud! This guide provides step-by-step instructions on how to manually create a registration/license record in the Workbench.

 

1. From the Workbench App Tray, select the Register module (If it is not already open).
 
2. Select the menu icon and select Registrations from the menu options.
 
3. Select the Create a new record (+) icon on the toolbar.
 
4. On the New Registration Detail record:
  • Complete all required fields.
  • Link the profile record to this registration/license in the Registrant field.
  • Complete optional fields as needed.
 
5. Select the Save icon in the toolbar to save the new record.
 
 
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