Manage companies

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This document describes how to manage companies.

Prerequisites

To start managing companies, go to Customers > Companies.

Create a company

  1. On the Overview of Companies page, click Create Company in the top right corner.
  2. On the Create Company page, enter a NAME.
  3. Click Save. This opens the Companies page. The created company is displayed in the table.
Company headquarters

Once a company is created, one business unit for it is created automatically. This business unit is the company’s headquarters. To edit it, see Edit company units.

Approve a company

Next to the company you want to approve, click Approve. This refreshes the page with a success message displayed. The STATUS of the company is Approved.

Activate a company

Next to the company you want to activate, click Activate. This refreshes the page with a success message displayed. The company is Active.

Deny registration of a company

Next to the company you want to deny the registration of, click Deny.

If you deny registration of a company, you can still approve it any time later.

Deactivate a company

To deactivate a company, click Deactivate.

Edit a company name

  1. Next to the company you want to edit the name of, click Edit.
  2. On the Edit Company page, update the NAME.
  3. Click Save. This opens the Companies page with a success message displayed. The updated company name is displayed in the list.

Next steps

Create company units.