Company

Create a new company

1. Click the “New company” button
2. Fill in the required details
3. Click “Save company”

Create a new demo company

1. Click the “New company” button
2. Fill in the required details
3. Check the box for “Demo company”
4. Click “Save company”

View company details

1. In the Company list, click on the name of the desired company
2. Check the displayed details
3. Navigate to other tabs for additional details

Deactivate company

1. In the Company list, click on the name of the desired company
2. Click the Deactivate

Note: When a company is deactivated, it will be removed from any company group it was a member of

Delete company

1. In the Company list, click on the name of the desired company
2. If the company had service activated, click Deactivate button, then Terminate
3. If the company does not have services activated, click the “Delete” button
4. Approve as prompted

Note: After selecting “Terminate Company,” the company will remain in the system for 31 days before complete deletion.

Filtering for demo companies only

1. Click the icon in the Company list to open the Advanced Filter window
2. In the opened window, uncheck the “Companies” box and ensure only “Demo companies” is selected
3. Click OK to apply the filter

Filtering companies excluding demo ones

1. Click the icon in the Company list to open the Advanced Filter window
2. In the opened window, uncheck the “Demo companies” box and ensure only “Companies” is selected
3. Click OK to apply the filter

Filtering by company status

1. Click the icon in the Company list to open the Advanced Filter window
2. In the Company status dropdown, select the desired status (e.g., Activated, Deactivated, etc.)
3. (Optional) Adjust the checkboxes for Companies and/or Demo companies as needed
4. Click OK to apply the filter

Include company in company group

1. In the Company list, click on the name of the desired company
2. Navigate to the “Company groups” tab
3. Click the “Include in company group” tab
4. Click the “Include in” link to add company to company group
5. Click the “Save company” to apply changes

Note: When a company is added to a company group, users with company group-based role assignments will inherit access to the new member company.

Exclude company from company group

1. In the Company list, click on the name of the desired company
2. Navigate to the “Company groups” tab
3. Click the “Included in company groups” tab
4. Click the “Exclude from” to remove company from company group
5. Click the “Save company” to apply changes

Note: By removing the company from the company group users will lose company group inherited access to that company.

Check company membership

1. In the Company list, click on the name of the desired company
2. Click on the Company groups tab
3. Under Included in company groups, review the list to see which groups the company belongs to.
4. If needed, use the Search field to locate specific group names.

Activate/Deactivate services

1. In the Company list, click on the name of the desired company
2. Click the “Services” tab
3. Toggle the activation status of specific services by clicking Activate or Deactivate next to each service

Note: When roles are first assigned to a company, the corresponding service(s) are activated automatically.

Check licensed services for a company

1. In the Company list, click on the name of the desired company
2. Click on the Services tab
3. Check the list of all services associated with the company

View service activation and deactivation dates for a company

1. In the Company list, click on the name of the desired company
2. Click on the Services tab
3. Under the Activation date and Deactivation date columns, review when each service was activated or deactivated
4. You can use the search fields at the top of each column to filter specific dates or ranges

Filter company by service status

1. In the Company list, click on the name of the desired company
2. Click on the Services tab
3. Use the Status dropdown to filter services based on their current state

View company change log

1. In the Company list, click on the name of the desired company
2. Navigate to the “Change log” tab
3. View all changes made to the company

Export company change log

1. In the Company list, click on the name of the desired company
2. Click the “Change log” tab
3. Press the “Export” button

Export the list of active services by company

1. Navigate to the Company list
2. Click the Export Company icon in the toolbar
3. Click the notification that appears in the top-right corner

Check default role group configuration

1. In the Company list, click on the name of the desired company
2. Navigate to the “Configuration” tab
3. Look for the Default role group settings
4. Verify or modify the default role group configuration if needed

Inform users about role assignment updates for a company

1. In the Company list, click on the name of the desired company
2. Navigate to the “Configuration” tab
3. Tick or untick “Inform users about role assignment updates”

Note: This setting manages whether users receive emails when roles are assigned in the context of the specified company.

Check the tenant ID and the company ID

1. In the Company list, click on the name of the desired company
2. Navigate to the “Configuration” tab
3. Look for the tenant ID and company ID