How to Edit Companies and Clients

Companies

When clicking on Companies, you get the overview of all partner companies that will be scanned to produce a quotation. 

At the top left, you’ll be able to search for a specific company whilst on the right hand side you will be able to add a new company if needed. 

If you click on a company, you’ll be able to see the clients registered on the tool from this company, edit or remove that said company or client. 

If you click on one of the clients, you get the details associated with that client: how many companies they belong to, how many clients are associated with that user. You can also assign them groups or edit groups from there. 

From that client view, you can check quotations made by that client, bookings, contracts and hierarchy. You can also edit or delete the client with the top right buttons. 

How to edit or remove a company

From Dashboard go on Companies, search for the company you want to edit or remove, click on it. On the top right corner, click Edit or Remove company. 

How to check, edit or remove Company Domain

From Dashboard go on Companies, search for the company you want to edit or remove the domain from, click on it. Then click on Domains and see the listed domains for the selected company. In the Actions column, you can click the edit icon or delete icon.