Managing Basic Requirements

    ServiceChannel provides you with a list of optional basic requirements that are very important to managing your service providers, such as trade licenses, client rates, and banking information. By default all these sections are required for all your service providers; however, you can adjust which requirements you need as necessary.

    Basic Requirements

    How to Update Basic Requirements

    1. On the Compliance Summary page, select the Requirements tab. The Requirements page appears.
    2. Update basic requirements:
      • To activate - Check the box(es) next to the desired requirement(s).
      • To deactivate - Uncheck the box(es) next to the requirement(s) you do not require of your service providers anymore.