There are several options you can do with corporate entity:
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Create
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Edit
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Delete
Create:
To create further entity you need to click on “My company” on tab “General”
For creation the entity please click on button “+Create further entity”
Fill in all the obligatory fields
Ticking the checkbox on “Copy all settings to the new entity” will give you the possibility to copy the settings from the main company to your newly created one.
Click on “Add company” and then your created company will be possible to find below “Users” , on tab “General”.
There is ability to give access to entities for all company users. Admins can decide for which entity/user set it up. Then the user will have a possibility to switch between those entities. This enables the user to give quotes on behalf of the entities for which access is set up.
Following steps are needed to set it up:
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Click “Manage user access to other entities”
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For searching a user user search bar entering ID or a Name of a user
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Use slider on the right side of your screen for managing access to entities you would like your colleagues to have the access
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For filtering the companies please click on “Companies” and button “Apply”. As a result, users from selected company will be filtered.
Afterwards, all users who have access to more than one entity will have an opportunity to switch between entities.
Click “Back to Genaral tab button in the right corner to close this page after finishing with settings
To invite new user please click on button “+Invite new user”. Here you will be able to select to which company this user will be invited.
Enter the email for this user, select the existing domain, or add your own
Fill the “Position” field. As an administrator, you can invite more users and see requests from users within your company.
Select the “Role” for this user. We clearly separate user role between supplier and buyer. You can map both roles within a company.
Select a Role type between “Admin”, “User” or “Visitor”.
And then click on button “Invite”. Your invited user will be possible to find on “General” tab “Users” .
Here, you also can change the role for the user :
To change type :
To check the status:
To remove user:
To remove user from entity:
To add a label:
To give access to the Statistics:
Edit entity
For editing the entity please click on button “Edit”
On tab “General” you will find information about this company.
By clicking on button “Edit” you will be redirected to editing page. Fill all the obligatory fields, upload logo and click on button ”Save changes”
Deletion of the company
For deleting the company click on button “Delete”.
If you sure that you want tot delete company with users, input yes. Then click “Ok”