It is recommended to name the Core company similar to the Microsoft Dynamics GP Company for ease of identification. At a minimum, you will need to add the company name, contract type, and address. The company's admin user can update the remaining fields later.
- In Core, select the menu icon to open the Mega Navigation. In the Admin section, select Settings. You can also access Company Settings by selecting K2A Core > Company > Settings.
- Select Actions > Create.
- Complete the following fields on the Company Settings view.
- Company Name: (Required) Enter the unique company name.
- Contract Type: (Required) Select the contract type. (Required)
Company Time Zone: Select the time zone for the company. The time zone determines how data is displayed and appointments are scheduled. You can also set the time zone for specific users. See /wiki/spaces/BOB/pages/35359248 in Building Optimization Broker documentation.
- Address: (Required) In the Search for Address field, begin typing the physical address of the building. Select the appropriate address from the autocomplete selections to fill in the remaining address fields.
- Company Logo: Select the small blue square icon to upload your company's logo (.png only). The logo is displayed in email communications.
- Accent Color: Select a color using the color charge, or enter the hexadecimal color value to display in email communications.
- Select Create to save.