Company Settings
Companies are the main organizational unit that you can define. They contain the following:
- Company teams that define company-wide access privileges.
- Company projects, which can represent individual plants that a company operates.
The Company tab includes the Settings, Company Teams, Team Members, and Remove Company sections.
Modify the company name, and add or modify the company description.
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Add, modify, and delete a company team. You cannot modify or delete the company team called OWNER.
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Make sure you have added at least one company. Members of the OWNER Team have permission for all features and options.
Add and remove members for a selected company team added in the Company Teams section.
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When adding a new company team member user, the new user will be in one of two states:
- PENDING: The user has not responded to the invitation email.
- ONBOARD: The user has responded to the invitation email. When the user confirms the invitation, they are directed to an open instance of the company in a new tab on their browser.
Note: The invitation email will not be sent to the new user if SMTP is disabled, see Email to enable.
Remove the selected company. Before you can remove a company, you must remove all the associated projects. Removing a company cannot be undone.
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Prior to removal, all projects within a company must be deleted first (see Remove Project for details) to remove a project. This operation will delete all related resources and they cannot be restored. After deleting a company, you cannot reuse the company name.
The Projects tab includes the Project List and Project Teams sections.
Add, modify and remove a project associated with the selected company.
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Notes:
- The project name must be alphanumeric and cannot include spaces or special characters.
- Removing a project removes all related resources and they cannot be restored.
Add and remove a team with a selected role for a selected project that is associated with the selected company.
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When adding a project team, make sure you have added a project first.