Setup and Manage Company Names for User Profiles

August 17, 2023

Manage Company lets you control what Companies can be assigned to Users when setting up their profiles.

Companies

When creating a User's Profile, you must assign them a Company. This can then be used for limiting a User's access to other Users. See Manage Roles for more info.

Creating a new Company

1. Click the "Create Company" button.
2. Enter a name for it.
3. Click the green ✔ to save it.

Editing an existing Company

Click the gray ✏️ to change the name of the Company, then click the ✔ when you're done.

Deleting a Company

Click the red trash bin 🗑 icon of a Company to delete it.