Companies - Update info or New
Note to reviewer: Links may need to be updated after this page is moved to correct home location.
Updating info on an existing company
- After logging into Portal, Click the Companies option from the list under Your Documents.
- This will show you a list of the companies you have access to.
- Select the company from the os list that you need to update the info pn.
- You can also use the search feature located in the upper right to quickly find the company you are looking for.
- Next click the edit / pencil button in the upper left to switch the record into edit mode.
- Update info as needed.
- Save the record by clicking the save / checkmark button in the upper left.
Creating a new company
- You will find there are several workflows to create new companies but this is the one I find to work the best without needing to watch for possible "I wonder how it got that way" situations.
- After logging into Portal, Click the Companies option from the list under Your Documents.
- This will show you a list of the companies you have access to.
- Click the add record / plus button in the upper left.
- Fill out all the info that you can. Email is required but if this company doesn't have an email address you may use none@none.com.
- Make sure church affiliation and accountability are correct.
- Log server # is only applicable to Weatec users.
- If you are setting up a company that is not apart of the church you are apart of, do NOT update this info until the device setup is complete
- Adjusting accountability settings may take a 2 step save and edit process where you set the affiliation the first try and then the accountability with a second edit / adjustment.
- This info is auto filled based on accountability settings of the user logged into portal.
- Save the record by clicking the save / checkmark button in the upper left