Adding and Managing Licenses

Quick Answer

Add professional licenses to your Organization listing to build credibility and participate in lead matching. Go to the Licenses section, click Add License, enter your license details, and optionally enable third-party verification to display a verified badge.

Overview

Licenses demonstrate that your business meets professional standards and legal requirements. For many industries—legal, medical, financial, real estate—licenses are essential for client trust. Heritage Web supports license verification through third-party services, adding an extra layer of credibility to your listing.

Why Licenses Matter

Benefit	Description
Credibility	Shows clients you're properly licensed
Lead matching	Valid licenses are used in matching algorithms
Verification badge	Third-party verified licenses display a trust badge
Compliance	Demonstrates regulatory compliance

Step-by-Step Instructions

Step 1: Access the Licenses Section

Go to your Organization listing edit page
Scroll to the Licenses section
Click to expand the section if collapsed

Step 2: Add a New License

Click Add License or the + button
Select the License Type from the dropdown
Enter your License Number
Select the Issuing State or jurisdiction
Enter the Expiration Date (if applicable)

Step 3: Enable Verification (Optional)

Toggle Enable Verification to on
The system will attempt to verify your license with third-party databases
Verified licenses display a verification badge

Step 4: Save Your Changes

Review all license information for accuracy
Click Publish Draft to save changes
Changes go through review before publishing

License Fields

Field	Required	Description
License Type	Yes	Category of license (Attorney, Medical, Real Estate, etc.)
License Number	Yes	Your official license number
Issuing State	Yes	State or jurisdiction that issued the license
Expiration Date	No	When the license expires (if applicable)
Enable Verification	No	Opt in to third-party verification

Managing Multiple Licenses

You can add multiple licenses to your Organization listing:

Add separate entries for each license type
Add licenses from multiple states or jurisdictions
Each license can be individually verified

Example: Multi-State Law Firm

License Type	Number	State	Verified
Attorney License	12345678	Texas	✓
Attorney License	87654321	California	✓
Attorney License	11223344	New York	✓

Editing and Removing Licenses

To Edit a License:

Find the license in your Licenses section
Click the edit icon or the license entry
Update the relevant fields
Save your changes

To Remove a License:

Find the license in your Licenses section
Click the delete/trash icon
Confirm removal
Save your changes

Important Notes

License information is used in lead matching—keep it current
Expired licenses may affect your lead matching eligibility
Verification is optional but recommended for credibility
Not all license types support third-party verification

FAQs

What types of licenses can I add? Heritage Web supports many professional license types including attorney, medical, dental, nursing, real estate, CPA, contractor, and more.

Do I need to add licenses if my Organization is in a non-licensed industry? No. Licenses are optional. Only add them if your industry requires professional licensing.

What happens if my license expires? Expired licenses may affect your lead matching. Update your expiration date when you renew your license.

Can I add licenses for multiple team members? Organization licenses represent the business entity. Individual team member licenses should be on their personal Profile listings.

How long does verification take? Third-party verification typically completes within a few minutes, but some license types may take longer depending on the verifying authority.