Add companies #
Learn how to add companies to your organization via the web app.
- The Companies feature is currently in Early Access. If you're interested, go to the web app , select Companies from your organization name on the lower-left corner, and click Get Early Access. Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.
What are company profiles? #
What you'll need #
- Any eAuditor Plan
- Web app
- “Companies: Manage” permission
- Full seat
Edit a company profile #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Edit profile on the upper right-hand side of the page.
4. Update the company details accordingly.
5. Click Save.
- If you have "Platform management: Users" permission, you can add existing or new users to a company.
Add a user to a company #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Users tab in the company profile.
5. Click Plus iconAdd users on the upper-right of the user list.
6. In the side panel, click the dropdown menu and select a user.
7. Click Done.
8. Click Save and apply.
- You can add users in your company and assign them as company managers or members.
Remove a user from a company #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Users tab in the company profile.
5. Click More vertical icon on the right-hand side of the user’s row and select Delete iconRemove user from company.
View a company user’s activity #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click User activity tab in the company profile.
5. In this tab, you can view the relevant actions, issues, and inspections associated with each user.
