Sub-topics within this Topic:

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creating a company creating a company

Creating a Company

1. Choose the Admin Image Removed icon icon.The first time you access Admin, you will see a message that says "You haven't created a Company yet".

2. Choose CREATE COMPANY. 

   Note
   You can also choose the NEW COMPANY Image Removed icon on the lower left.

   
   

3. Complete the fields in the Create Company pane.
4. Choose CREATE.
5. You will be directed to the new Company's page.

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creating additional companies creating additional companies

Creating Additional Companies

1. Choose the Admin Image Removed icon.
2. The default Company overview page displays.
3. Choose the NEW COMPANY Image Removed icon in the lower left corner.
4. Complete the fields in the Create Company pane.
5. Choose CREATE.
6. You will be directed to the new Company's page.

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editing a company editing a company

Editing a Company

1. Choose the Admin Image Removed icon.
2. Choose the COMPANYImage Removed icon from the left navigation pane.
3. On the Company page, choose the ellipsis button  on the right side of the window.
4. Choose Edit Company.
5. Update the Company information as needed and choose SAVE.

Deleting a Company

Deleting a Company will delete all ESMS entities: Roles, Integrations, Clients, Sites and Equipment.  It will not delete Users associated with the Company but it will revoke access for those Users. 

1. Choose the Admin Image Removed icon.
2. Choose the COMPANYImage Removed icon from the left navigation pane.
3. On the Company page, choose the ellipsis button Image Removed on button on the right side of the window.
4. Choose Delete Company.

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switching companies switching companies

Switching Companies

1. Choose the Menu ^{Image Removed} icon in the top right.
2. Choose Switch Company.
3. Choose the Company.
4. Choose SWITCH COMPANY.