Sub-topics within this Topic:
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Each company is required to have at least one Admin user. |
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| creating a company |
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| creating a company |
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Creating a Company
- 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".
Choose CREATE COMPANY.
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You can also choose the NEW COMPANY Image Removed icon on the lower left. |
- Complete the fields in the Create Company pane.
- Choose CREATE.
- You will be directed to the new Company's page.
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| creating additional companies |
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| creating additional companies |
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Creating Additional Companies
- Choose the Admin Image Removed icon.
- The default Company overview Overview page displays.
- Choose the NEW COMPANY Image Removed icon in the lower left corner.
- Complete the fields in the Create Company pane.
- Choose CREATE.
- You will be directed to the new Company's page.
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| editing a company |
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| editing a company |
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Editing a Company
- Choose the Admin Image Removed icon.
- Choose the COMPANYImage Removed icon from the left navigation pane.
- On the Company page, choose the ellipsis button Image Removed on button on the right side of the window.
- Choose Edit Company.
- 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.
- Choose the Admin Image Removed icon.
- Choose the COMPANYImage Removed icon from the left navigation pane.
- On the Company page, choose the ellipsis button Image Removed on button on the right side of the window.
- Choose Delete Company.
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| switching companies |
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| switching companies |
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Switching Companies
- Choose the Menu Image Removed icon in the top right.
- Choose Switch Company.
- Choose the Company.
- Choose SWITCH COMPANY.