User Company Editor

Accessing

Managing User Companies

This article describes how to create, edit, and manage company profiles within OPS-COM. The User Companies feature allows administrators to group individual users under a single corporate account, which helps to streamline permit management, billing, and reporting for business clients. This guide is intended for OPS-COM administrators.

 

Setup & Configuration

The primary setup step is creating the Usercompany Companyprofile. Editor

Once created, you can associate users with the company and assign specific roles.

 Under

To Create a New Company:

1. from the home page tool bar, hover over  User Management, and click User Companies.
   
   

   

2. 
   
   

   On

   Thethe Company Search window will display. To add a companypage, click the Create New Company.Company
   

   

   button

   
   

   to

   Theopen the Company EditCreate window.

   window
will
3. display.

   Fill In our example we are usingin the followingcompany's entries:information in the provided fields:

   • • Account Number:Number: ABC-12345A unique internal identifier for the company.

     • Company Name:Name: WidgetsThe Incorporatedofficial name of the business.

     • Address:Address: 100The Mainphysical Street,address Ottawa,of Ontario,the K2K 2E6company.

     • Contact Name:Name: JohnThe Doe

       primary
     administrative
     • contact

       Address:for 1110the Main Street, Carleton Place, Ontario, K2K 1R4company.

     • Invoice Emails:Emails: This is theThe email address theywhere would like thesystem-generated invoices mailedshould to.be sent.

4. Once theall data is entered, click the Add New Company

   

   button.

   
   

   A

   Afterconfirmation you have added the company youmessage will seeappear a green message confirmingindicating the company has been added.

After a company is created, you can search for it, manage its associated users, and archive it when it is no longer active.

Using

 

Searching for a Company Search

and Viewing Users

WhenFrom wethe returnCompany Search page, you can look up a company by its name or account number. The search results will display the company details and a count of its associated users.

• Viewing Associated Users: In the search results list, the number in the Users column is a clickable link. Clicking this number will redirect you to the CompanyUser Search page, itdisplaying shoulda befiltered displayedlist of all users assigned to that company. The list will also indicate which users are designated as athe searchManager result.or Billing contact.

 

Adding Users to a Company and Assigning Roles

1. NoticeNavigate howto wethe nowprofile haveof ourthe companyuser inyou placewish butto noadd to a company.

2. In the Company field, begin typing the company's name and select it from the drop-down list to link the user.

3. Assign roles using the following checkboxes:

   • Company Manager: Enable this checkbox to allow the user to access and view the profiles of other people within the same company.

   • Company Billing Account: Enable this checkbox to designate the user as the primary contact responsible for the company's payment method. This user can pay for permits and violations for all users atthey this point.
     manage.

4. Click Submit to save the changes.

 

Archiving a Company

1. Note

   From

   Onlythe CompaniesCompany withSearch zeropage, associatedfind usersthe cancompany beyou archived.

   wish

   Toto archive a company, search for it and click the Edit buttonbutton.

   to
open

2. On the Company Edit screen.

   screen,

   Clickclick the Archive button in the top top-right hand corner.

 

Adding

Best UsersPractices to& aConsiderations

Company

To

• Keep addin users,mind: A company cannot be archived if it has any users associated with it. You must first navigate to theeach user's profile.
  profile

  Inand ourremove examplethem we are adding John Doe asfrom the company contact andbefore the Billing Account Contact. In John's profile enter Widgets Incorporated in the company field to link John to that company. 

  Enable the Company Manager checkbox to select John as a Company Manager.

  Thissystem will allow himyou to accessarchive theit.

profiles
• There ofcan otheronly people in his company.  

  Enable thebe one Company Billing Account checkbox.contact Thisper will allow him to setup a payment method to pay for all permits for users he manages. 

  Click 'Submit for Processing' and then click the 'Information Correct' button.

  

  You can continue to add users to the company in the same manner as described above, however if you try to add another Company Billing Account contact, you will see a message that indicates that John Doe is already the current Billing Account contact.

  

  Go back to Search for a Company.company. If you clickattempt onto theassign numberthis 2role ,to a second user, the system will takeprevent the change and display a message indicating who the current billing contact is.

• Tip: It is recommended to establish the complete company profile first before you tobegin associating users with it. This ensures all foundational details, like the userinvoice searchemail screenand displayingaccount number, are correctly in place from the 2 users associated with the company.start.

  

• YouThe willCompany seeManager therole usersis displayeda powerful tool for thatbusiness-to-business Companyclients, andas theit Managerallows anda Billingprimary contact willto beself-manage indicated.their employees' profiles. Be sure to clearly communicate this capability to your corporate contacts.