This section provides details of the functionality and flexibility available to those who administer multiple company accounts.
Go to Company > Companies to access all of the options described below.
Unique definitions help resellers to provide the best service to multiple tenants sharing software. There is the opportunity to refine various elements according to the needs of each company and simplify management.
The platform provides the ability to view, add, edit, and delete customer companies and administer each as appropriate.
The authority to create and manage companies is only available to Resellers. Each customer will access the features of their company based on their license type.
Go to the Company > Companies page and click on the + NEW button to create a new company. The process of creating a new company consists of 4 stages which are explained below.
Complete each field described below.
Click Next to proceed to the License step.
Provide the following details of the company license.
Click Next to proceed to the Groups step.
Click Next to proceed to the Content Management step.
Select the content and settings to be made available to the company.
After clicking the Save button at the bottom right of the screen, you will be presented with a choice of how to proceed. In response to “Would you like to configure settings for the company you just created?” You can click Yes configure, and complete the process, or delay the application of the settings with the Skip option.
The New Company Quick Setup page has 3 steps to a simple configuration. Each component is explained in detail below.
This option gives you the opportunity to customize the interface of the platform for any brand. Additional details about white labeling are provided here.
Move on to the First System User page by clicking Save and Continue, or you can go directly to the subsequent page by clicking the Skip button. The Cancel option allows you to rescind the configuration.
The system user is the authorized account used to manage all activities on the platform. The following elements must be defined to create first system user.
Move on to the Next Steps page by clicking Save and Continue. You can return to the White Labeling page with the Back button or you can go directly to the next page by clicking the Skip button. The Cancel option allows you to rescind the configuration.
Once a company has been created, you can edit the specific settings described below.
You can complete the process with the Close button, return to the First System User page with the Back button, or select Cancel to rescind the configuration.
The following details of all companies created can be viewed on the Company > Companies page.
A: Yes. You have the ability to edit and delete company accounts as desired from the Company > Companies page.
A: Yes. You can update the license information of a company as needed by editing the company from the Company > Companies page.
A: Yes. You have the ability to manage and simulate the companies you created from the Company > Companies page.