In the Manage Companies window, select the Company you would like to edit, then click on the pencil icon in the toolbar to open the Edit Company window. 

The project owner or  Admin will be able to manage all the Team Members of any Company.

Any user assigned Company Manager privilege will be able to manage Project Members of his own Company as well.  




In the Edit Company window, you can either Edit Company Details or Add Employees to the Company


Employees will show in the Team Members Section within the selected Company.


 



Devices:

You also have the option to Edit Company information on your Mobile Device.  In the Manage Companies Section, click on the Triple Dot Menu.  In the Edit Company screen,  make your edits and click 'Save' to save your edits.




How To?

How to Add a New Company

How To Edit a Company


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups




Last Updated: Mar-02-21