Managing Companies

Companies help you group your client sites and keep account access organized. This guide walks you through creating, updating, searching, and deleting companies.

Companies Overview

On the Companies page you can:

• Create a new company
• Search existing companies
• Open a company to update its details
• Delete a company when it is no longer needed

Create a Company

1. Open the Companies page Use the dashboard navigation to open Companies.

2. Click Add Company Select the Add Company button in the header.

3. Enter a company name The name is required.

4. Add a logo (optional) Choose one of the following:

   • Paste URL for a hosted logo
   • Upload File to upload an image

5. Create the company Click Create Company to finish.

Note: If you have reached your plan limit, the Add Company button will show an upgrade prompt instead.

Search Companies

Use the search field above the list to filter companies by name.

Update Company Details

Open a company to edit its details:

1. Click a company name in the list.
2. In the General tab, update the Company Name.
3. Replace the logo by pasting a new URL or uploading a new file.
4. Click Save Changes.

Delete a Company

Deleting a company permanently removes it and its associated data. Make sure you no longer need the company before deleting it.

1. Open the company you want to remove.
2. Click Delete Company.
3. Type the company name to confirm.
4. Click Delete.

Troubleshooting

”Failed to create company”

• Make sure the company name is not empty.
• If you are uploading a logo, confirm the file is a valid image format.

”Limit Reached (Upgrade)”

• Your current plan has reached the maximum number of companies.
• Upgrade your plan to add more companies.