Company Overview

The company overview displays all of the details about a company as well as a list of people in the company. Please note that you will only be able to see people in the company that your Access Role allows.

 

 

 

If your Access Role allows you to create or delete companies then you will see a drop-down list named Options. Mousing over the list will reveal the Edit Company and Delete Company links. If your Access Role allows you to create people, you will also see a New User link on the Options drop-down menu. Clicking the New User link will take you to the person form where you can add a new person to the company.

 

 

 

If the Security Level on your Access Role is higher than the Security Level on a person's Access Role then you will see their role as a drop-down list. You can change their role by selecting a new value in the list.