1.1: Companies

 

Only users with administrative access can create a new company, edit company profiles and disable a company.

Creating a new company:

  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “companies” to display the list of current companies.
  • Click the “Add” buttons located to the upper left hand corner.
  • Complete the “add new company” form that will appear to the right side of the screen and click save.

Edit company profile:

  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “companies” to display the list of current companies.
  • Highlight the company in need of changes and select “edit”. (Note: Double clicking on the company will also open the company profile and allow the user to make changes.)
  • Make the necessary changes and click save to store changes.

Disable a company:

  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “companies” to display the list of current companies.
  • Highlight the company being disabled and select “delete” located in the upper left hand corner.
  • A pop-up message will be displayed asking the user to confirm the action.

(Note: Once a company is disable, you must use the “show disable” switch to view, edit or active company.)