Companies
The companies tool in Account Admin provides a directory of companies in all of your projects in an account.
Account administrators can add companies directly in the companies tool or while adding a member.
Note: Project administrators can add companies while adding members to projects by default. Account administrators can turn off that capability using the toggle in the settings tool.
Create Companies
Creating companies in the companies tool.
- Click Add Company.
- Enter the company name. While entering a company, the database is searched to reduce duplicate companies from being created.
- Enter any other information that you want available about the company:
- Trade or company type
- Website
- Country
- Address
- Phone number
- ERP partner company ID
- Tax ID
- Description
Creating companies while adding members:
- Type in the company name.
- Click Add company.
Note: Companies added while creating members do not have the optional data entered. That data must be entered in the Companies tool.
Remove Companies
You can use the in-line More menu to remove companies.
Edit Companies
As mentioned previously, companies created while adding members do not have the optional data entered. Account administrators can add the data after a company is added to the account.
- Select a company in the companies tool.
- Click the data field that you would like to edit.
- Enter the information or select the desired option (trade is a drop-down list).
- Click the check mark or press Enter.
Company Address
The address of a company can be entered in two ways:
- By default you can start typing the address and select the address from a suggested list. The suggested list updates as you are typing.
- You can select Enter address manually to provide an address that is not in the system.
Note: There are some countries that have limited addresses available. If you are experiencing difficulty finding the address of a company, you should enter it manually.