How to Videos

Please click on the links below to view each video.

Note: Some of these videos may have dated branding and may display portions of Thentia Cloud Workbench and Portals that may look different; however, all of the workflows demonstrated and the functionality highlighted are accurate and can be used to guide you.

Within the Thentia Cloud Workbench

Register Module

1. Adding a Public Notice in the Register Module
2. How to Change a Portal Login Email
3. How to Create an Individual Profile Record
4. How to Download Record Data in the Workbench
5. How to Edit a Licensee/Registrant's Continuing Education Credits
6. How to Manually Approve a Renewal
7. How to Manually Create an Application
8. How to Manually Create an Invoice for a Business
9. How to Record a Refund
10. How to Review an Application
11. How to View Uploaded Application Documents

Finance Module

1. How to Manually Create an Invoice in the Finance Module
2. How to Edit an Invoice in the Finance Module

Security Module

1. How to Create a Portal User
2. How to Unlock a Portal User

Complaints Module

1. Adding a Public Notice in the Complaints Module

Config Module

1. How to Change String Resources

Workflow Module

1. How to Create a Custom View

Applicable across modules

1. How to Add a Column to a View in the Workbench
2. How to Change a View in the Workbench 
3. How to Filter Information in the Workbench
4. How to Log Into the Workbench

Within Thentia Cloud Portals

1. How to Activate an Existing Licensee Account
2. How to Complete a Renewal
3. How to View Fees and Payments on the Portal
4. Licensee Portal - Completing a Document Request
5. Licensee Portal - Completing a Status Change Request
6. Licensee Portal - Updating Account Information
7. Online Registry Portal (License Verification)
8. Submitting Online Complaints