Companies

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.

This page is valid only for users with a Reseller role.

Why Create Company Definitions?

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.

How to Create and Define a New Company

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.

Step 1: Company Info

Complete each field described below.

Company Name	Name of the company to be created
Description	Description of the company
Industry	The industry sector of the company
Country	Country location of the company
Address	Mailing address of the company
Website URL	Website address of the company
Company Logo	Option to upload a company logo. The aspect ratio is set automatically. For best results, the size should be 180px (w):60px (h). The maximum disk image size is 2 MB. .Gif, .png, .jpg and .svg formats are supported.
Active	A company may be registered as inactive or active. Active status is required for the use of the platform.

Click Next to proceed to the License step.

Step 2: License

Provide the following details of the company license.

License Type	Licensed product owned by the company or details of a custom license.
Expiry Period	License expiration date
Number of users	The number of licenses purchased by the company for adding unique email users to the platform. Select the Make Unlimited option for an unrestricted number of licensed users.

Click Next to proceed to the Groups step.

Step 3: Groups

Select groups relevant to this company and add this company to the relevant company groups. Please see more information about company groups from here.

Company Groups	Companies added to a company group have access to the shared contents such as SMTP settings, notification templates or other settings defined for that company group.

Click Next to proceed to the Content Management step.

Step 4: Content Management

Select the content and settings to be made available to the company.

Notification Templates	There are 3 options: All Notification Templates = The company has access to all of the notification templates on the platform including yours that has been shared with the company. Only System Notification Templates = The company only has access to system notification templates. Only Reseller's Custom Templates = The company only has access to the custom notification templates shared by the reseller.
Training Contents	There are 3 options: All Training Content = The company has access to all training content shared by the platform or reseller. Only System Training Contents = The company only has access to system training content. Only Reseller's Custom Training Content = The company only has access to the customized reseller training content.
SMTP Configurations	There are 3 options: All SMTP Configurations = The company has access to all SMTP settings provided by the platform or reseller. Only System SMTP Configurations = The company only has access to SMTP configurations of type SYSTEM which is shared by the platform. Only Reseller's Custom SMTP Configurations = The company only has access to the customized SMTP configurations customized by the Reseller.

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.

Step 5: Quick Setup

The New Company Quick Setup page has 3 steps to a simple configuration. Each component is explained in detail below.

Step 1: White Labeling

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.

Step 2: First System User

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.

First name	First name of the system user
Last name	Surname of the system user
Email Address	Email address of the system user
Phone Number	Phone number of the system user (This information is required in multiple authentication steps; accuracy is important.)
Status	The account may be designated as inactive if the account is no longer needed to log in to the platform.
Role	It is the area where the priveleges of the system user is determined.

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.

Step 3: Next Steps

Once a company has been created, you can edit the specific settings described below.

Customize Notification Templates	To create and edit company email notification templates, use the path Company > Company Settings > Notification Templates.
Create Target Users	To create a target user group, use the path Visit Company > Target Users.
Mail Configurations	To define the email services for the most effective use of the Phishing Reporter and Incident Responder, use the path Incident Responder > Mail configurations.
Create Tenant Companies	To designate a new company that you manage, use the path Company > Companies.
Configure Phishing Reporter	To configure the Phishing Reporter plugin settings, use the path Phishing Reporter > Settings.

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.

Listing Companies

The following details of all companies created can be viewed on the Company > Companies page.

Company Name	Name of the company
Industry	Industry sector of the company
License Type	Information of the product license owned by the company
User Limit	The number of users permitted to be uploaded to the platform by the company.
License Start Date	Set the license start date
License Expire Date	Set the license expire date
Date Created	Date the company was created
Action	The specifics of an existing company can be revised. Click on the the window that opens when the three-dot icon for the following options. Add to a company group = Add the selected company to a previously created company groups Create a new company group with company = Create a new company group with the selected company Switch to company = Simulate the selected company to manage Delete = Delete the selected company

FAQ:

Q: I created a company account, can I delete it at any time?

A: Yes. You have the ability to edit and delete company accounts as desired from the Company > Companies page.

Q: Can I increase the number of license users of a company at any time?

A: Yes. You can update the license information of a company as needed by editing the company from the Company > Companies page.

Q: Can I manage the companies I created on the platform?

A: Yes. You have the ability to manage and simulate the companies you created from the Company > Companies page.

Q: Can I manage a company created by someone else?

A: Yes, you can see and manage if the company is created by another Reseller under your management. Details of the Switch Company feature are available here.