Managing your Companies

How to view and configure your company and associated company details.

In this page we will look at how to review your Company and Associated Company information.

You can view 'Companies and Users' under Settings > My Company and Users:

My Company

You will see in the screenshot that at the top of the page there is a My Company tab - this details of the company your account is associated with. These details include whether your company is a Head office (HQ) or Branch (BR), the name, ID, number of users, address etc. In this section you have the ability to select the 'Edit' icon to edit these details (update the company name, add or amend company IDs, suspend the company).

Associated Companies

In the second tab at the top of the page you will see 'Associated Companies' - this is where you have visibility to any other companies associated with yours, for example, branches.

In the Associated Companies view, you can see the company name and IDs, whether a company inherits commercial links from its head office or has it's own (yes and no respectively), whether a branch is centrally managed by its head office or is self managed (yes and no respectively) and the number of users associated with the branch.

Next to each associated company, you will find the '3 dots' icon, by clicking into this you can edit the details of the company such as the name, ID, management and commercial link settings. You can also suspend and archive branches here.

You can also use the 'edit' icon to suspend a Head Office or branches, for guidance on this you can visit Suspending and Archiving Head Office and Branches page