Company Group

Create new company group

1. Click the “New company group” link
2. Enter the required details
3. Click “Save user”

View company group details

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Check the displayed details
3. Navigate to other tabs for additional details

Remove company group

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Click the “Remove user group” button at the bottom left
3. Approve as prompted

Note: Removing a company group will impact all users’ access inherited through that company group.

Include company to company group

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Navigate to the “Companies” tab
3. Click the “Include company” tab
4. Click the “Include” link to add company to company group
5. Click the “Save company group” to apply changes

Exclude company from company group

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Navigate to the “Companies” tab
3. Click the “Exclude” to remove company from company group
4. Click the “Save company group” to apply changes.

Include client company to company group

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Navigate to the “Client companies” tab
3. Click the “Include client company” tab
4. Click the “Include” to add client company to company group
5. Click the “Save company group” to apply changes

Exclude client company from company group

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Navigate to the “Client companies” tab
3. Click the “Exclude” to remove client company from company group
4. Click the “Save company group” to apply changes

View company group change log

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Navigate to the “Change log” tab
3. View all changes made to the company

Note: You can filter by one, none or multiple actions: exclude client company, exlude company, grant role, grant role group, include client company, include company, new company group, revoke role, revoke role group and update name. If no action is selected, all actions will be displayed by default.

Export company group log

1. In the Company group list, hover over the desired company group and click the Edit icon
2. Click the “Change log” tab
3. Press the “Export” button.