Adding and Managing Licenses

Quick Answer

Add your professional licenses in the Licenses & Certifications tab of your Edit Profile or Edit Organization page. Enter your license name, number, type, country, state (if applicable), and key dates. Verified licenses display a verification badge on your public listing and are used for lead matching.

Overview

Your licenses and certifications are verified against official databases or through document review and directly impact which leads you receive. Only credentials that are both active and verified qualify for lead matching — ensuring you're connected with clients seeking your specific services. You can add up to 10 license entries per listing.

Profile listings: The Licenses & Certifications section is always visible on your public listing and cannot be hidden.

Organization listings: You can toggle visibility off to hide credentials from your public listing. Hidden licenses are still used for lead matching.

Adding a New License

Step 1: Open the Licenses & Certifications Tab

Navigate to your Edit Profile page (or Edit Organization page) and click the "Licenses & Certifications" tab.

Step 2: Click "Add +"

Click the "Add +" button to open a new license entry form.

Step 3: Enter Your License Information

Complete the required and optional fields:

Field	Required	Description	Example
License Name	Yes	Type the credential name exactly as you want it displayed	State Bar License, Medical License (MD), CPA License
License Number	Yes	Enter your official license number exactly as issued (case-sensitive in some systems)	12345678, MD-54321
License Type	Yes	Select the category from the dropdown	State & Local Government, Federal Government, Professional Certification, Industry Accreditation, Physical Facility Permit, Regulatory Compliance
Country	Yes	Select the country of issuance	United States
State	No	Select the state of issuance — leave unselected for federal, national, or international credentials	Texas, California
Issuing Authority	No	Type the name of the organization that issued the credential	State Bar of Texas, Internal Revenue Service
Acquired On	Yes	Select the date you originally obtained this credential (not a renewal date)	January 2015
Expiration Date	No	Select the date the credential expires — leave blank for lifetime or non-expiring credentials	December 2026
Verification URL	No	Paste the URL to the public lookup page where your credential can be independently verified	https://www.texasbar.com/AM/Template.cfm?Section=Find_A_Lawyer
Proof Document	No	Upload a PDF or image of your license as proof (required when no public verification database exists). Max 10MB. Accepted formats: PDF, JPG, PNG	Scanned bar license certificate

Step 4: Add Multi-State Licenses (If Applicable)

If you're licensed in multiple states, add each as a separate entry:

Click "Add +" again
Enter the same license type (e.g., "State Bar License")
Enter that state's unique license number
Select the specific state
Repeat for each additional state (up to 10 total entries across all credentials)

Step 5: Submit for Review

Click "Publish Draft" to submit your licenses for verification.

Editing a License

Click the license card to expand it
Click "Edit" to enter edit mode
Modify any fields as needed
Click "Save Changes"
Click "Publish Draft" to submit your updates

Important: Changes to your license number or expiration date will reset your verification status. Your credential will need to be re-verified before the verification badge is restored.

Removing a License

Click the license card to expand it
Click "Delete"
The license and any associated proof document are removed from your draft
Click "Publish Draft" to submit the change
Lead matching is adjusted after approval

Reordering Licenses

You can control the order your licenses appear on your public listing:

Use the drag handle (⋮⋮) next to each license to drag it into your preferred order
The first license in the list appears most prominently on your public listing
Order is saved automatically — no need to click Save

Tip: Place your most important credential first. For example, an attorney might drag their primary state bar license to the top.

Important Notes

License Name is free text: Type exactly what you want displayed (e.g., "State Bar License" — not just "Bar")
License Type is required: Choose the category that best fits your credential from the dropdown
State field is optional: Leave it unselected for federal licenses (DEA registration, 501(c)(3) status), national certifications, or international credentials
Maximum 10 entries: Prioritize your most important credentials
Licenses always display on Profiles: The Licenses & Certifications section cannot be hidden on Profile listings. Organization listings can toggle visibility off
Both active AND verified required for leads: Only credentials with active status and verified verification status are eligible for lead matching
Expiration reminders: Heritage Web sends email reminders at 60 days, 30 days, and 7 days before your license expires
7-day grace period: After your expiration date passes, you have 7 days to renew before your license is automatically marked as expired
Renewal resets verification: Updating your license number or expiration date triggers re-verification — your badge will reappear after Heritage Web confirms the renewed credential
Proof documents stored securely: Uploaded documents are kept in HIPAA-compliant cloud storage and are only accessible to Heritage Web staff during review

FAQs

What if my license doesn't get a verification badge? Not all credentials can be verified — this is normal. If no public database exists for your credential type, you can upload a proof document (PDF or image, max 10MB) or provide a verification URL to help Heritage Web staff verify it. Unverified credentials still display on your listing, just without the badge.

When should I leave the State field unselected? Leave it unselected for federal credentials (DEA registration, 501(c)(3) tax-exempt status), national certifications (ISO, HIPAA compliance), or international credentials.

How do I update a renewed license? Edit the existing entry and update the license number and/or expiration date. This resets your verification status — Heritage Web will re-verify your renewed credential and restore the badge once confirmed.

Do all my licenses need to verify for my listing to be approved? Critical credentials (like your primary bar license or medical license) must verify. Supplementary certifications may be approved without verification — they'll display on your listing without the badge.

What is the verification badge? The verification badge appears next to credentials that Heritage Web has confirmed against official databases or through document review. It signals to potential clients that your credential has been independently verified.

What happens when my license expires? Heritage Web sends email reminders as your expiration date approaches. After expiration, you have a 7-day grace period to renew. If not renewed within that window, your license is automatically marked as expired and removed from lead matching. Update your expiration date to restore active status and trigger re-verification.

What License Type should I choose?

State & Local Government — State or local licenses (bar, medical, real estate, contractor, business license)
Federal Government — Federal credentials (DEA, patent bar, 501(c)(3), CLIA)
Professional Certification — Professional body certifications (CPA, CFP, board certifications)
Industry Accreditation — Standards body accreditations (ISO, Joint Commission, BBB)
Physical Facility Permit — Facility permits (food service, health department, liquor license)
Regulatory Compliance — Compliance certifications (HIPAA, PCI DSS, SOC 2)