How Do I Add a Company?
Adding a Company to the system allows you to document details about the company. It is important to add companies to the system as it shows the compliance status of the company as well as the people in the company.
- On the left side menu, click 'Companies'.
- Click ‘+ New Company’.
- Enter the name, abbreviation, contact name, contact email, company address, and phone number - the system requires an email to communicate. However, the email does not have to be person specific. You can also use a group email.
- Choose the departments, locations, countries, and regions from the dropdown options (you can select multiple).
- Click 'Save & Submit'.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e the name, abbreviation, contact name, contact email, address and phone number.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. departments, locations, countries and regions.
This is required before you can add a Company:
- Set up Departments
- Set up Locations
- Set up Countries
- Set up Regions
Other Options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of i.e. if you want to add more departments, locations, countries and regions to the system - be cautious that when you click this button, the details you have entered will be deleted.