Integration Company

Open the integration company list

1. Click “On-premises integration” in the menu
2. Click “Integration company” in the panel to the left
3. Review the integration companies, grouped by application

Note: The “On-premises integration” menu item is only displayed if the customer has an on-premises integration.

View integration company details

1. In the Integration company list, hover over the desired integration company and click the Edit icon
2. Check the “On-premise company” details: status, company name, organization number, external ID, application and description
3. Check the contact details: address, postal code, city, country, email address and phone
4. Check “Linked company” to see which company the integration company is linked to

Note: The “On-premise company” details come from the on-premises application and cannot be changed in Admin.

Link an integration company to a company

1. In the Integration company list, hover over the desired integration company and click the Edit icon
2. Under “Linked company”, click the “Select company” field and start typing a name, or click the arrow to list the companies
3. Select the company from the list
4. Click “Save integration company”

Note: The status changes to “Linked”, and the name and organization number of the linked company are displayed under the field.

Change the linked company

1. In the Integration company list, hover over the desired integration company and click the Edit icon
2. Under “Linked company”, select another company in the “Select company” field
3. Click “Save integration company”

Note: The “Save integration company” button stays disabled until you select a company other than the one that is already linked.

Remove the link to a company

1. In the Integration company list, hover over the desired integration company and click the Edit icon
2. Click the “Remove link” button

Note: The “Remove link” button is only displayed when the status is “Linked”. The integration company stays in the list and gets the status “Not linked”.

Remove integration company

1. In the Integration company list, hover over the desired integration company and click the Edit icon
2. Click the “Delete integration company” button at the bottom left
3. Approve as prompted

Note: Only the integration company is removed from the list. The company it was linked to keeps its users and their access in Admin.

Search for an integration company

1. Type a name or an organization number in the search field above the Integration company list
2. Review the integration companies that match
3. Clear the search field to display all integration companies again

Filter integration companies by status

1. Open the “All statuses” list above the Integration company list
2. Select “Linked” or “Not linked”
3. Select “All statuses” to remove the filter

Note: “Linked” means that the integration company and a company are connected. “Not linked” means that no company is connected.