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A Company can be created from the Admin dashboard. If you are Creating a Company from My Account, see Create a Company from My Account for more information.
Select the App Drawer icon.
Select Admin.
On the Admin dashboard, if no companies currently exist, the Company card displays "You haven't been invited to join a Company".
Select Create Company.
Complete the fields in the Create Company pane:
Company Name - Enter a unique Company name.
Contractor Type - Select the Contractor Type(s).
Company Time Zone - Choose the time zone where the Company is located.
Company Logo - Upload your Company logo to brand deliverables from BOB. The logo and accent colors are used on emails sent on behalf of your company from Advanced Communications.
Accent Color - Select your Company accent color, in hex format (#000000) to brand deliverables from BOB.
Search for Address - Enter the physical rooftop address into this field. We will fill out the address fields.
Select Create.
The Company information is displayed on the card.
| Note |
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After creating a Company, you will be required to enter Billing Information. See Adding Billing Information for more information. |
Creating Additional Companies
Select the App Drawer icon.
Select Admin.
On the Admin dashboard, on the Company card, select the Company drop-down.
Select Create New Company.
Complete the fields in the Create Company pane.
Company Name
Contractor Type
Address 1
Address 2
City
State
Zip
Select Create.
Editing a Company
Select the App
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Drawer icon.
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Select Admin.
On the Admin dashboard, on the Company card, select
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the Company
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drop-down.
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Select Edit <company name>.
Update intended fields.
Select Update.