Manage Company - Company Admin v2
- Swati Raigaga (Unlicensed)
Table of Contents
Revision History
Version | Date | Author | Designation | Description of change |
1.0 | Jun 17, 2021 | @Yadukrishnan G (Unlicensed) | Technical Writer | Draft |
Introduction
This page describes the activities a Company admin can perform after submitting a request for company registration.
A Company Admin can:
View company details
Edit company details (after the registration is approved)
View Company details
1. Users can search for a company from the Company Profile page. Click on the Company Name of the company you want to view
2. The user is navigated to the About Company page. The user can use the left navigation bar to go to different pages and view the details.
Edit Company details
1. Click on the EDIT button at the bottom pane.
EDIT button will be present only once the status of the company is APPROVED.
2. User will be navigated to “Edit Company” page. The editing process has 5 steps:
Company Information - To edit Company Name, Location details, and Contact details
Company Role - To select new roles to be associated with the company
Service Providers - To select the service providers.
Identifier Information - To edit/add the Identifier details of each service provider.
Review & Submit - To review all the details provided in the previous steps and submit the application to edit company details.
Save as draft
At any point in the registration process, user can save the application for completion/submission later, by clicking on the SAVE AS DRAFT button.
3. Edit Company Information if needed and click on the NEXT button.
4. User cannot edit the role of the company. Click on the NEXT button to proceed.
5. User cannot modify the service provider. Click on the NEXT button to proceed.
6. Modify the identifier details for the service provider
6.1 Modify the identifier details
6.2 After entering the Identifier Code and Identifier Description
Click on the tick icon to save the details
Click on the cross icon to clear the details
Click on the NEXT button after providing the Identifier details.
7. Review the details provided in the previous steps and click on SUBMIT button.
8. Click on yes
9. The Status of the company will change to PENDING APPROVAL. The Service Status of already approved roles will also change to INACTIVE.