Companies

Modified on Tue, Jul 29 at 9:17 AM

You can find this module at the Global level only.

This is where you can add, edit, and delete the companies from the portal. A company can be added as a local company or imported from a supported PSA integration. If you start with a local company, it can be mapped to a PSA at any time afterward.

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Table of Contents
Companies - Details
Companies - Toolbar Options
- Alerts
- Info
- Help Link
- Layout Settings
Get Support

Companies - Details

Access the Companies from the Settings category.

You can create a new company by clicking the Add button or using the three-dot Action menu to Edit or delete an existing one.

Add New Company

Delete Single Company

Delete Multiple Companies

Companies - Toolbar Options

Alerts

View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.

Info

Tap here to view your V4 Getting Started Info.

https://cybercns.atlassian.net/wiki/x/MIDKfw

Help Link

Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.

Layout Settings

Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.

I prefer the Teal color, Light mode, and Classic layout with an asset table view.