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Create a New Company

Updated over a year ago

To navigate to the Settings page, navigate to your User Name in the top right hand corner of the screen, then select the drop down arrow next to your User Name, select Settings from the drop down menu.

Once you’ve opened the Settings page, select Companies from the options on the left.

Here you can see what Companies are assigned directly to the Entity.

The Entity used when you first registered, or is the Parent Company, which is added to Companies by default.

You can have one or multiple Companies depending on how your business is set up.

To create a new company, select CREATE NEW COMPANY using the top left button on the company page.

To get the most out of the App, enter as many details as possible.

When all the information has been added, select CREATE COMPANY at the bottom right of screen. Now your new Company should appear and you can now select when create a new Project.

A completed Company may look similar to this:

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