Working with Companies

Each company is required to have at least one Admin user. 

Creating a Company

1. Choose the Admin icon. The first time you access Admin, you will see a message that says "You haven't created a Company yet".

2. Choose CREATE COMPANY. 

   

   You can also choose the NEW COMPANY icon on the lower left.

3. Complete the fields in the Create Company pane.
4. Choose CREATE.
5. You will be directed to the new Company's page.

Creating Additional Companies

1. Choose the Admin icon.
2. The default Company Overview page displays.
3. Choose the NEW COMPANY icon in the lower left corner.
4. Complete the fields in the Create Company pane.
5. Choose CREATE.
6. You will be directed to the new Company's page.

Editing a Company

1. Choose the Admin icon.
2. Choose the COMPANY icon from the left navigation pane.
3. On the Company page, choose the ellipsis button on the right side of the window.
4. Choose Edit Company.
5. Update the Company information as needed and choose SAVE.

Deleting a Company

Deleting a Company will delete all ESMS entities: Roles, Integrations, Clients, Sites, and Equipment.  It will not delete Users associated with the Company but will revoke access for those Users. 

1. Choose the Admin icon.
2. Choose the COMPANY icon from the left navigation pane.
3. On the Company page, choose the ellipsis button on the right side of the window.
4. Choose Delete Company.

Switching Companies

1. Choose the Menu icon in the top right.
2. Choose Switch Company.
3. Choose the Company.
4. Choose SWITCH COMPANY.