Creating a new company

The Create a New Company page

To create a new company:

1. In the Clients Overview page, click the New Company button.

New Company button


2. Company Name — type the name of the company.

Not Required, but Useful:

3. Address, Website, Office & Fax — type the company's contact information.

4. Access — grant or deny the company's access to this applicaion.

NOTE: Disabling the company's access to this application will prevent all contacts associated with this company from logging into the application.

5. Notes — type in any notes on this company.

6. Click Create Company.