Companies

A Company record is essential to using the DrawBridge: all People records and Device records must be associated with a Company record (or an Accountability Policy) to enable full use of their functionality.

If your Company is the only company present on your DrawBridge, clicking on Accounts: Companies will jump directly to your Company record view.

If more than one Company is present on a DrawBridge, and your sign-in credentials are part of a System Owner permissions group or higher, a list view of the Company records will be displayed when Companies is clicked in the left menu bar. Click the Name of the company to view the Company Record. See Essential Concepts: Record Model - Tenancy and Hierarchy for further information about multi-tenancy.

The Company record view is your headquarters for viewing important data on your account, and also for jumping to other places in the DrawBridge to make configuration changes for your Company.

Record View

Name of Company

Link: Log Batches -- jumps you to the list of Log Batches configured for this Company. See Reports: Log Processing for more information. Link: Sync Settings -- jumps you to the Appliance Companies record. See System: Configuration: Appliance Companies for more information.

Company Record header buttons:

• Add a new Company record with the blue + Add Company button
• Edit this Company record with the green pencil Update Company button
• Delete this Company record with the red trashcan Delete Company button
• Hamburger menu:
  • Today's Log Lines: jump to Reports: Browse by Loglines -- view web activity access logged today
  • Report History: jump to Report Archives
  • Record Activity Stream: view the changelog for this record
• Bookmark this page with the ribbon Bookmark button
• Sync Menu (chain-link icon)
  • Sync Mode (default is 2 Way - Push / Pull from Server); click record sync information
  • Push to Sync Publisher: initiate a record update push from this DrawBridge to the Sync Server
  • Pull from Sync Publisher: initiate a record update pull to this DrawBridge from the Sync Server
  • Mark to Resync: flag this record in the background to be included in the next sync run

Informational Tabs

Local Devices

List of Local Device records on this DrawBridge. See Devices: Local Devices for more information.

Create a new Local Device record with the New Local Device button.

Manipulate existing Local Device records in the list view by clicking the desired button on the relevant line:

• Edit a record with the green pencil Update Record button
• Delete a record with the red trashcan Delete button
• View the record changelog with the blue Record Activity Stream button

Remote Devices

List of Remote Devices records on this DrawBridge. See Devices: Remote Devices for more information.

Create a new Remote Device record with the New Local Device button.

Manipulate existing Remote Device records in the list view by clicking the desired button on the relevant line:

• Edit a record with the green pencil Update Record button
• Delete a record with the red trashcan Delete Record button
• View the record changelog with the blue Record Activity Stream button

Contacts

List of Person records with a Relationship to the Company. See Accounts: People for more information.

Add a new Person--Company relationship with the Add Company Staff Relationship button.

Manipulate existing Relationship records in the list view by clicking the desired button on the relevant line:

• Edit a record with the green pencil Update Record button
• Delete a record with the red trashcan Delete Record button
• View the record changelog with the blue Record Activity Stream button

Reports

List of configured Reports associated with this Company. See Reports: Scheduled Reports for more information.

Add a Report with the Schedule New Report button.

Manipulate existing Scheduled Report records in the list view by clicking the desired button on the relevant line:

• Edit a record with the green pencil Update Record button
• Delete a record with the red trashcan Delete Record button
• View the record changelog with the blue Record Activity Stream button

Appliances

Displays the Appliance record associated with this Company. See System: Configuration: Appliance Companies for more information.

Dashboard buttons

Access Policies -- Access Policy Dashboard

Jump to the Access Policy Dashboard for this Company, which displays all the Access Policies which apply to the devices of this Company. See Content Filter: Web Page Access for more information.

Activity Viewers -- Loglines & Reports

Jump to Report Activity Viewers. See Reports: Activitity Viewers for more information.

Preferences -- Preferences Dashboard

Jump to any Preferences associated with this Company. See Essential Concepts: Preferences for more information.

Accountability Policy -- ("Policy Name" or "None")

Jump to associated Accountability Policy (if applicable).

If this Company is a Member of an Accountability Policy, the name will be displayed. If the Company is not a Member of any Accountability Policy, it will display "None". See Essential Concepts: Accountability and Accounts: Accountability Policies for more information.

Inactive Companies

Inactive Companies are Company Records which have had the Status changed from Active to Inactive.