Table of contents:

Creating a company/department

Adding an Assignee

Editing a company/department

Exporting a list of companies

Deleting/Archiving a company

Finding a company

Changing the companies view

When is this helpful?

This section is helpful to manage all the companies/departments you have created. You can create, edit, or delete companies here.

Creating a company/department

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select Company/Dept. Click on either the 'Create New' button or the 'Add' button.

Step 2: Enter the 'Company/dept' name, 'Short name', upload its logo, add an assignee, and click save.

Related: How to add a company logo?

Adding an Assignee

In the 'Add Assignee' box, type the 'Full Name', 'Email Address', and 'Department' of the assignee.

You can specify if the assignee's approval is required by ticking the check box, 'Approval Required'. You can also specify if the said assignee should be the default person to approve the actions in the app by ticking the check box, 'Default Assignee'.

Editing a company/department

Step 1: Click on the 3 dots and select 'Edit'.

Step 2: In the 'Edit Company' section, edit the Company Name, its Short Name, and the logo.

You can also modify the assignee here by clicking on 'Add Assignee'.

Related: How to add an assignee?

Exporting a list of companies/departments

Click 'Export' on the top-right to export all the companies/departments into an excel spreadsheet.

Deleting/Archiving a company/department

Step 1: Click on the 3 dots and select 'Delete/Archive'.

You'll see a message on the screen that says the company has been archived. It will move to the 'Deleted/Archived' section.

To restore, click the 3 dots on a company and select 'Restore'. It will move back into the 'Companies' section.

Finding a company/department

You can use the search bar at the top to locate a company in your list.

Changing the companies view

You can view the companies or departments in a grid or a list view.

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