Quick Answer
Add your organization's licenses and certifications in the "Licenses & Certifications" section. Enter the credential name, number, country, state (if applicable), and acquisition date. Verified credentials display a badge and affect lead matching for your business.
Overview
Organization listings can include business licenses, facility permits, tax-exempt status, industry certifications, and professional accreditations. These credentials are verified against official databases where possible, and verified entries display a verification badge on your public listing.
Valid licenses affect lead matching—organizations with expired or invalid licenses may be excluded from relevant referral leads. You can add up to 10 credential entries.
Adding a License or Certification
Step 1: Open the Licenses & Certifications Section
Navigate to your Edit Organization page and expand "Licenses & Certifications."
Step 2: Click Add License
Click the "Add License +" button.
Step 3: Enter Credential Information
Complete all required fields:
Field | Description | Example |
License Name | Type the credential name as you want it displayed | 501(c)(3) Tax-Exempt Status, Medical Facility License, ISO 9001 Certification |
License Number | Enter your official credential number | 12-3456789, MF-78901 |
Country | Select the country of issuance | United States |
State | Select the state, or leave blank for federal/national credentials | Texas (or unselected for federal) |
Acquired On | Select the date originally obtained | March 2018 |
Step 4: Add Additional Credentials
Repeat for each license, certification, or accreditation. You can add up to 10 entries.
Step 5: Submit for Review
Click "Publish Draft" to submit your credentials for verification.
Common Organization Credentials
Business & Legal:
Business License (city, county, state)
Professional Employer Organization (PEO) License
Contractor License (general or specialty)
Real Estate Broker License (firm)
Nonprofit:
501(c)(3) Tax-Exempt Status
State Charitable Organization Registration
Nonprofit Corporation Status
Healthcare Facilities:
Medical Facility License
Clinical Laboratory License (CLIA)
Pharmacy License (facility)
Mental Health Facility License
Industry Certifications:
ISO 9001 (Quality Management)
ISO 27001 (Information Security)
SOC 2 Compliance
HIPAA Compliance Certification
BBB Accreditation
Editing and Removing Licenses
To Edit:
Expand the Licenses & Certifications section
Modify any field directly
Click "Publish Draft" to submit (changes trigger re-verification)
To Remove:
Click the trash icon (🗑) next to the credential
Click "Publish Draft" to submit
Important Notes
Visibility is toggleable: Unlike Profile listings, Organization listings can hide the Licenses section while still using credentials for lead matching
State field is optional: Leave blank for federal credentials (like 501(c)(3)) or national certifications (like ISO)
Maximum 10 entries: Prioritize your most important credentials
Annual re-verification: Heritage Web automatically re-checks credentials yearly
FAQs
Can I hide my licenses from the public listing? Yes. Toggle visibility off in the section header. Your licenses will still be used for lead matching—they just won't display publicly.
When should I leave the State field blank? Leave it blank for federal credentials (501(c)(3), CLIA, federal business licenses), national certifications (ISO, SOC 2), and international credentials.
What if my certification can't be verified? It will still display on your listing—just without the verification badge. This is normal for newer or less common certifications.
Do expired credentials affect my listing? Yes. Expired licenses are excluded from lead matching for services requiring that credential. Update your credentials promptly when renewed.