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User Company Editor

This article describes how to create, edit, and manage company profiles within OPSCOM. The User Companies feature allows administrators to group individual users under a single corporate account,account. whichIts helpsprimary purpose is to streamline permit management, billing, and reporting for your business-to-business clients. This guidearticle is intended for OPSCOMOPS-COM administrators.administrators responsible for managing corporate accounts and user billing.

Using

Setup Thisand Feature 

Configuration

TheBefore primaryyou setupcan steplink isusers creatingto a business, you must establish the foundational company profile.

Admin Side: Administrators must create the company profile.profile Onceand created,establish youkey 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 associateself-manage userstheir withemployees' profiles via the companypublic andportal assignonce specificthe roles.administrator grants them access.

To Create

Creating a New Company:

Company

  1. GoHover toover User Management and click User Companies.

  2. On the Company Search page, clickClick the Create New Company button to open the Company Create window.

  3. Fill in the company's information in the provided fields:

    fields,
      including
    • the

      Account Number:, ACompany uniqueName, internalAddress, identifierContact forName, theand company.Invoice Emails.

    • Company Name: The official name of the business.

    • Address: The physical address of the company.

    • Contact Name: The primary administrative contact for the company.

    • Invoice Emails: The email address where system-generated invoices should be sent.

  4. Once all data is entered, clickClick the Add New Company button. A confirmation message will appear indicating the company has been added.

AfterIt ais highly recommended to establish the complete company isprofile created,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 it,existing managecompanies, itsassign associatedusers users,to a corporate account, configure manager roles, and archive itdefunct when it is no longer active.companies.

Searching for a Company and Viewing Users

  1. FromHover over User Management and click User Companies to access the Company Search page,page.

    you
    2. can
  2. look

    Search upfor a specific company by entering its name or account number.number The search results will display the company details and a count of its associated users.

    • Viewing Associated Users: Ininto the search resultsfield.

      list,

    • Click the hyperlinked number in the Users column is a clickable link. Clicking this number willto redirect you to the User Search page,page. displayingThis action displays a filtered list of all users assigned to that company.specific Thecompany listand willclearly also indicateindicates which users arecurrently designated ashold the Managermanager or Billingbilling contact.roles.

Adding Users to a Company and Assigning Roles

  1. Navigate toLocate the profile of thespecific user profile you wish to addmodify tousing athe company.administrative search tools.

  2. InEnter the company's name into the Company field,field beginon typingtheir the company's nameprofile and select it from the drop-down list to link the user.list.

  3. Assign roles usingEnable 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.

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

  4. Click the Submit button to save the changes.changes to the user's profile.

Archiving a Company

  1. From the Company Search page, findLocate the company you wish to archive andon clickthe Company Search page.

  2. Click the Edit button.

  3. OnClick the Archive button located in the top-right corner of the Company Edit screen, click the Archive button in the top-right corner.screen.

Best Practices & Considerations

  • Keep in mind: 

    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 it.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

      Tip:must It is recommended to establishremove the complete company profile first before you begin associating users with it. This ensures all foundational details, like the invoice email and account number, are correctly in placerole from the start.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,clients. asIt it allowsempowers a primary corporate contact to self-manage their employees' profiles.profiles, greatly reducing the administrative burden on your own team. Be sure to clearly communicate this capability and its benefits to your corporate contacts.

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