How do I manage pending businesses?

Businesses, Public Portal

Review new business applications that have been submitted by the business owner through the public portal. You can use the submitted information to create a new business record or you can reject the application. When an application is rejected, you may wish to contact the applicant to offer an explanation and let them know what needs to happen to resubmit the application.

If you need to review changes made by a business owner, using the public portal, use Manage Business Changes.

This view is available in the 2022.11 release.

Reviewing new business applications

1. Open Connect Business License > Businesses > Manage Pending Businesses.

The list on the left shows all of the new businesses that have been submitted for review.

Manage Pending Businesses, Pending business list

2. Click on a business from the list to select it.

Manage Pending Businesses, Reviewing a pending business application

3. Review the business application.

The pane on the right displays the new business information. This is the information the business owner has added to the new business form.

Manage Pending Businesses, Submission information

4. Do you want to approve the new business application?

Yes, I want to create a new business record. Click to use the submitted information to set up a new business record. The new business information is transferred to the Setup New Business view. You will need to finish setting up the rest of the business details and options using Setup New Business. You can use Setup New Business to edit fields transferred from the business application.
No, I do not want to create a new business record. Click to remove the application from the pending business list. You may need to contact the application to inform them why the new business application was rejected and what they will need to do to resubmit it.

Troubleshooting

I can't click on the Manage Business Changes link

You need user rights to access the Manage Business Changes view. If you have administrative rights, you can do this yourself. If you don't have administrative rights, you will need to find someone who has administrative rights to make changes to Connect applications. Use Setup/Modify User Rights in System Management > Security to give the user access to the Management Business Changes view.

Setup/Modify User Rights, Giving user rights to access Manage Pending Businesses

202211, 2022Oct07