FAQs
Help Topics
| Company Form |
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The Company Edit view allows users to make changes to a company. You can also upload an image for the company, remove the current image, and add or remove assignees.
To upload a new image for the company, simply click the Upload link under the image on the right. A modal window will pop up where you can browse for the image to use. Once you find the image, click the Save button on the top right of the modal and your image will be applied to the company.
You should see the change right away. If you want to remove the image, simply click the Remove link below the image.
If your Access Role allows you to assign users, you will see a Manage button to the right of Assignees on the company form. Clicking this button will pop up the Assign Users modal window.
The list of users on the left of the window will be restricted by your Access Role. To assign a person to the company you can either double-click the person's name in the list or select the person and click the arrow in the middle of the window. The user(s) will now appear in the right side of the window. Click Save to save your changes.
The list of assigned users will now show under Assignees.
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