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.

Create Companies

Creating companies in the companies tool.

1. Click Add Company.

2. Enter the company name. While entering a company, the database is searched to reduce duplicate companies from being created.

3. 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:

1. Type in the company name.
2. Click Add company.

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.

1. Select a company in the companies tool.
2. Click the data field that you would like to edit.
3. Enter the information or select the desired option (trade is a drop-down list).
4. 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.