Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Next »

Sub-topics within this Topic:


Each company is required to have at least one Admin user. 

Creating a Company

  1. Choose the Admin  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

    You can also choose the NEW COMPANY  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.

Creating Additional Companies

  1. Choose the Admin  icon.
  2. The default Company overview page displays.
  3. Choose the NEW COMPANY 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.

Editing a Company

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

Switching Companies

  1. Choose the Menu  icon in the top right.
  2. Choose Switch Company.
  3. Choose the Company.
  4. Choose SWITCH COMPANY.
  • No labels