Managing Companies

Overview

Company feature allows Users to be associated to an organization or company.  It is not mandatory to associate users with companies.  If done, a User may only be associated to one Company, unless the Site is using the Multi-Tenant Mode option.  

The following guide will show you how to create and manage Companies.  The application does allow Site Administrators to configure the site in order to allow Companies to be associated with and available only from within specific Environments.  This is called "Multi-Tenant Mode".  Further information can be found at Multi-Tenant Mode article and in the section below titled "Multi-Tenant Mode Companies".

 

Creating New Companies

Using Manage Companies page (available only to Site Admins)

• Click the Site Admin dropdown menu from the header menu bar and click Companies to access the Manage Companies page.

• From the Manage Companies page, click the New Company button

• The New Company popup dialogue will appear.  Enter the Company name (required) and click OK. 

• The new Company will appear in the list of Companies and may be associated to new or existing Users.

Note: when in Multi-Tenant Mode, Companies created this way are considered "Site Companies" and are visible and available to all users that can invite and/or manage users in all Environments.

 

Using the Invite User's wizard

Companies can also be added through the Invite New Users feature at the Site, Environment and Room level.  The following procedure will show creating a new Company through the Room invitation feature, but functions similarly at the Site and Environment levels.

• Open the Manage Room Users page from either the My Rooms > Users right-click menu or through the Manage Room dropdown menu from the Room itself.
• From the Manage Room Users page, select the User Actions dropdown menu and click the "Invite New Users" menu item.  From the Add New Users Wizard, click the New Company icon.

 

Using the Add Company popup dialogue type in the new Company Name (required) and click OK.

The new Company will now appear in the list of Companies that can be selected.

Note: in Multi-Tenant Mode, adding Companies through this method will create the Company only within the same Environment that contains the Room.  Site Companies must be added through the Site Admin Companies page.

 

Changing Company Names

Only Site Administrators may change an existing Company's Name.

• Click the Site Admin dropdown menu from the header menu bar and click Companies to access the Manage Companies page.

• Click the Edit icon to the left of the Company row that you wish to change.

• Using the Update Company popup dialogue change the Company Name (required) and click OK.

 

Deleting Companies

• Click the X icon to the left of the Company row that you wish to delete.
• All users assigned to the deleted company, will be assigned to "Unknown" company

 

Multi-Tenant Mode Companies

Multi-Tenant Mode is a configuration option for a Site that allows Companies to be created and available in only the Environment that the Company was created in.  The Company will not be available at the Site level, nor will it be available in other Environments.  In this mode, Users may be associated to different Companies within different Environments.  Please refer to the Multi-Tenant Mode article for additional information about this feature.

 

Site Companies

When in Multi-Tenant mode it is still possible for Site Administrators to create, edit and delete Site Companies using the methods described above.  Site Companies are visible and can be used from within all Environments in the Site.

 

Creating a Company within a Specific Environment

In order to create a Company within a specific Environment, you must either be a Site Administrator, or have Environment Administrator or the ability to invite users to Rooms within the Environment that you wish to create the new Company in.

 

From the Environment page

• Click the Site Admin dropdown menu and choose the Environments menu item.

• In the My Environments page, right-click on the Environment that you wish to create the new Company in and click on Companies.  The Manage Companies page for that Environment will appear in a new browser tab.

 

Using the Environment Manage Companies page

The Manage Companies page for the Environment looks very similar to the Site Manage Companies page except that the Environment name will appear in the breadcrumbs in the top title bar and the rows will have two icons displayed.

Creating a New Environment Company 

• From this page, click the New Company button in the title bar.  Using the New Company popup dialogue enter the Company Name (required) and click OK.

The new Environment Company will appear in the list and will be visible and available for use within this Environment.

 

Changing an Existing Environment Company

• Click the Edit icon to the left of the Environment Company row that you wish to change.
• Using the Update Company popup dialogue change the Company Name (required) and click OK.

 

Deleting an Existing Environment Company

• Click the X icon to the left of the Company row that you wish to delete.
• All users assigned to the deleted company, will be assigned to "Unknown" company

 

From the Invite New User Wizard

Companies can also be added through the Invite New Users feature at the Site, Environment and Room level.  The following procedure will show creating a new Company through the Room invitation feature, but functions similarly at the Site and Environment levels.

• Open the Manage Room Users page from either the My Rooms > Users right-click menu or through the Manage Room dropdown menu from the Room itself.
• From the Manage Room Users page, select the User Actions dropdown menu and click the Invite New Users menu item.  From the Add New Users Wizard, click the New Company icon.

 

Using the Add Company popup dialogue type in the new Company Name (required) and click OK.

The new Company will now appear in the list of Companies that can be selected.

 

Note: in Multi-Tenant Mode, adding Companies through this method will create the Company only within the same Environment that contains the Room.  Site Companies must be added through the Site Admin > Companies page.