How do I Setup a Company?

How do I Setup a Company?

1. Go to Setup > User Management > Companies


2. Click "Create"


3. Fill in all of the appropriate information in each tab of the window that appears. Once completed, remember to click "Save"



4. Once the company is saved, you can click on the company name for more options.


5. From here, you can select "Views", which allows you to assign Roles.



Note: "Roles" allows you to assign specific attributes to the company that is set up for each particular role. 

Note: Companies can be set up for Partners by Administrators of Organizations.

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