User Company Editor The User Companies feature allows administrators to group individual users under a single corporate account. Its primary purpose is to streamline permit management, billing, and reporting for your business-to-business clients. This article is intended for OPS-COM administrators responsible for managing corporate accounts and user billing. Setup and Configuration Before you can link users to a business, you must establish the foundational company profile. Admin Side: Administrators must create the company profile and establish key details (such as the invoice email and account number) before attempting to link individual users. User Side: End-users cannot create companies themselves; however, users designated as a Company Manager can self-manage their employees' profiles via the public portal once the administrator grants them access. Creating a New Company Hover over User Management and click User Companies . Click the Create New Company button to open the Company Create window. Fill in the company's information in the provided fields, including the Account Number , Company Name , Address , Contact Name , and Invoice Emails . Click the Add New Company button. It is highly recommended to establish the complete company profile first before you begin associating users with it. This ensures all foundational details are correctly in place from the start. Using this Feature Administrators can use the following instructions to search for existing companies, assign users to a corporate account, configure manager roles, and archive defunct companies. Searching for a Company and Viewing Users Hover over User Management and click User Companies to access the Company Search page. Search for a specific company by entering its name or account number into the search field. Click the hyperlinked number in the Users column to redirect to the User Search page. This action displays a filtered list of all users assigned to that specific company and clearly indicates which users currently hold the manager or billing roles. Adding Users to a Company and Assigning Roles Locate the specific user profile you wish to modify using the administrative search tools. Enter the company's name into the Company field on their profile and select it from the drop-down list. Enable the Company Manager checkbox to allow the user to access and view the profiles of other people within the same company. Enable the Company Billing Account checkbox to designate the user as the primary contact responsible for the company's payment method. This allows them to pay for permits and violations for all users they manage. Click the Submit button to save the changes to the user's profile. Archiving a Company Locate the company you wish to archive on the Company Search page. Click the Edit button. Click the Archive button located in the top-right corner of the Company Edit screen. A company cannot be archived if it currently has any users associated with it. You must first navigate to each associated user's profile and remove them from the company before the system will allow you to archive the record. Best Practices and Considerations Understand billing account limits: There can only be one Company Billing Account contact per company. If you attempt to assign this role to a second user, the system will actively prevent the change and display a message indicating who the current billing contact is. You must remove the role from the first user before assigning it to a new one. Leverage the manager role: The Company Manager role is a powerful tool for business-to-business clients. It empowers a primary corporate contact to self-manage their employees' profiles, greatly reducing the administrative burden on your own team. Be sure to clearly communicate this capability and its benefits to your corporate contacts.