Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Once the data is entered, click Add New Company

Image RemovedImage Added

4. After you have added the company you will see a green message confirming the company has been added.

Image RemovedImage Added

Using Company Search

  1. When we return to the Company Search page, it should be displayed as a search result. 
    Notice how we now have our company in place but no users at this point.
    Image RemovedImage Added

Adding Users to a Company

...

2. Click 'Submit for Processing' and then click the 'Information Correct' button.

Image RemovedImage Added

3.  You can continue to add users to the company in the same manner as described above, however if you try to add another Company Billing Account contact, you will see a message that indicates that John Doe is already the current Billing Account contact.

Image RemovedImage Added

4. Go back to Search for a Company. If you click on the number 2, the system will take you to the user search screen displaying the 3 users associated with the company.

Image RemovedImage Added

5. You will see the users displayed for that Company and the Manager and Billing contact will be indicated.

Image RemovedImage Added

Insert excerpt
Company Manager Functionality on the User Interface
Company Manager Functionality on the User Interface