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. Click “Save user”

View company group details

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

Remove company group

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

Export company group log

  1. In the Company group list, click on the name of the desired company group
  2. Click the “Change log” tab
  3. Press the “Export” button.
Last modified September 12, 2025