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Companies

Process Objective#

Companies can be used as a simple identifier field, or can be used to limit visibility of assets, users, etc if full company support is enabled in your admin settings.

Overview#

You can use companies as a simple informative field, or you can use them to restrict asset visibility and availability to users with a specific company by enabling full company support in your admin settings.

Features and Functionality#

Here is the Companies interface:



Companies have some columns with icon and the number inside it, here is the icons meaning:

  1. People
  2. Assets
  3. Licences
  4. Accessories
  5. Consumables
  6. Components

Create New Companies#

You can create new company.

STEPS

  1. Press the Create New button on the top right corner of the tab.

   Here is the Create Company interface:



  1. Enter company name.
  2. Upload image. Click the Select Image button, then select the images you want to upload from your local. See the instruction before uploading.
  1. Click Save button to finish your record.
  2. Click Cancel button to cancel your record.
  3. Click Back button to go back to the previous page.

Update Companies#

You can update your companies record by clicking the update button in action column. The steps are the same with create new company.



Note: You must have an access from administrator to update it.

Export#

You can export companies records to CSV, MS-Excel, MS-Word, TXT, JSON, XML, and PDF by clicking the export icon, then select export format.



Set Column to Display#

There are 11 columns in companies tab. You can select what columns to display here by clicking the column icon, then checklist the columns.



Refresh#

Click the refresh icon, and your record will be refreshed.



Search Companies#

You can search your companies record by typing in search field beside refresh icon. The system will automatically show the result. Click the close icon next to search field to cancel your search.



Delete Companies#

You can delete companies record by simply clicking the delete icon in action column.



Note: You must have an access from administrator to delete it.

Show Companies Detail#

You can see all items that are assigned to certain company by clicking the company name.



Here is the companies detail interface:



Error Message#

  1. This is required field.


To save the record, you must fill the required field.

  1. Accepted filetypes are jpg, webp, png, gif, and svg. Max upload size allowed is 8M. Upload is file size MB.


Your uploaded image is too large. Upload image with 8 MB size or below.

  1. 403 Forbidden.


Just like what explained there, this error will appear when you are not authorized to access certain feature. This will appear in companies when you try to update company. Contact the administrator to give permission.