Each company is required to have at least one Admin user.
Creating a Company
A Company can be created from the Admin dashboard. If you are Creating a Company from My Account, see Create a Company from My Account for more information.
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Select the App Drawer icon.
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Select Admin.
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On the Admin dashboard, if no companies currently exist, the Company card displays "You haven't been invited to join a Company".
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Select Create Company.
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Complete the fields in the Create Company pane:
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Company Name - Enter a unique Company name.
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Contractor Type - Select the Contractor Type(s).
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Company Time Zone - Choose the time zone where the Company is located.
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Company Logo - Upload your Company logo to brand deliverables from BOB. The logo and accent colors are used on emails sent on behalf of your company from Advanced Communications.
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Accent Color - Select your Company accent color, in hex format (#000000) to brand deliverables from BOB.
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Search for Address - Enter the physical rooftop address into this field. We will fill out the address fields.
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Select Create.
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The Company information is displayed on the card.
After creating a Company, you will be required to enter Billing Information. See Adding Billing Information for more information.
Creating Additional Companies
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Select the App Drawer icon.
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Select Admin.
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On the Admin dashboard, on the Company card, select the Company drop-down.
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Select Create New Company.
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Complete the fields in the Create Company pane.
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Company Name
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Contractor Type
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Address 1
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Address 2
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City
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State
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Zip
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Select Create.
Editing a Company
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Select the App Drawer icon.
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Select Admin.
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On the Admin dashboard, on the Company card, select the Company drop-down.
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Select Edit <company name>.
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Update intended fields.
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Select Update.