Add a company

  1. Open Companies from the main navigation.
  2. Select Add.
  3. Complete the required Company Setup sections.
  4. Select Save. The company appears on the Companies page.

Edit a company

  1. Open Companies.
  2. Select the edit action beside the company.
  3. Update the Company Setup details.
  4. Save the changes.

Remember to add at least one location before expecting the company to appear in the company and location selector.