Each company is required to have at least one Admin user.
Creating a Company
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.
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 Drawer icon.
- Select Admin.
- On the Admin dashboard, on the Company card, select the Company drop-down.
- Select Edit <company name>.
- Update intended fields.
- Select Update.