Company Group

A Company Group is a collection of companies that might be managed collectively for shared access policies or centralized administration. This grouping helps in managing access and permissions efficiently across multiple organizations.

Create new company group

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

View company group details

  1. Click the company group name
  2. Check the displayed details
  3. Navigate to other tabs for additional details

Remove company group

  1. Click the company group name
  2. Click the “Remove user group” button at the bottom left
  3. Approve as prompted

Include company to company group

  1. Click the company group name
  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. Click the company group name
  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. Click the company group name
  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. Click the company group name
  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 change log

  1. Click the company group name
  2. Navigate to the “Change log” tab
  3. View all changes made to the company
Last modified March 26, 2025