COMPANIES

If you provide support to many customers from different companies, in this section you are going to be able to manage them.

On the main view you will see the list of all companies already configured. If you want to add a new customer in one of the companies listed just click on edit and go to the proper section. Also, if you want to edit something on a company information just go to the details, change what you need and save the changes.



To add a new company, you have to click on “Add new value” button located on the right side of the search field. Now, in the “Create New Company” view you will see couple of sections: “Information”, “Roles”, “Calendars”, “SLA” and “Customers”. Two of them, "SLA" and "Calendars" are grayed out - for now they are not available. We are currently working on some changes and extensions for theit functionalities.


In the first section fill the information of the company: “Name”, “VAT-ID”, “Address”, “Description” and save the changes. After you do it, the system will enable two sections: “Roles” and “Customers”. Now you are able to create a “Role” and to create and assign a “New Customer” to that “Company”.

First, in the "Roles" section add a new role.


Now go to "Customers" section. Click on "Add new value" and you will see "Create user" view. Fill all the needed information like: "Login", "email", "First Name", "Last Name", select "Role" (which was created in previous step), create "Password" and retype it in "Confirm password" field. Finally, save you changes.