To access the basic company settings you need to be an administrator. Even as an administrator not all options under companies are available.
As an administrator you can change the name and settings of a company. This includes adding, or updating, the logo.
To access other settings such as adding or deleting a Company; or changing process, user and AI limits requires the view global company list permission.
To access company settings, click on the settings in the left navigation menu and select companies.
You can use the filter bar to refine your search for a specific company. To use the filter bar, click in it and enter keyword/s into the field and then press the enter button on your keyboard.
To edit a company's details, click on the company title to open the details screen. Update the details you would like changed and then click on Update Company.
The change log can be accessed by clicking on the company title and changing the tab to the change log tab.
You can create a new company by clicking on the green Add Company button. Fill in the fields for the company and ensure you select the correct company settings. To capture and save the new company, click the Add Company button at the bottom of the update company pop up. The new company will be added to your company list.
To re-allocate process, user and AI limits you need to open the company details by clicking on the title of the company. You can read more about re-allocating limits here...
You can delete a company from the company list by selecting the company and clicking the Delete button. This will remove the company you selected from the list. All roles, processes, value streams, managed documents and attachments that were associated with the company will be deleted along with the company.
Please note: You cannot delete your default company or the company you are currently in.