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How to Create a New Company

To separate multiple companies within one shared platform you will need to create a new company.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

As an administrator, you can add new companies to your instance.

Quick Steps

  1. Click on Settings in the left navigation menu

  2. Click Companies

  3. In the top right, click Add Company

  4. Add your company details (first tab)

    1. Name the company

    2. Fill in Process creation, User creation and AI creation limit

    3. Add the company logo

  5. Edit company properties (next tab)

    1. Acknowledge Message - a default message has been created which can be edited if desired.

    2. Valid Linked Attachment URLs

  6. Once all the details have been added click Add Company

  7. The company will be added to the company list

Once a company has been created it is allocated 0 processes and 0 users. This means that when a user tries to use that company it can't because the limit on the company is 0. To allow a user to create processes within that company you need to re-allocate limits to that company.

The newly created company will have the following default roles: ALL STAFF, UNNASSIGNED, Employee and Manager. As an administrator, you can also create new roles for the new company.

Note

  • If an administrator without the View Global Company List permission creates a company, the Process creation, User creation and AI creation limit will be greyed and not editable

  • If an administrator with the View Global Company List permission creates a company, the Process creation, User creation and AI creation limit will be editable

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