When do we use this?
The Company Editor allows the admin to add company entries to the OPS-COM system. Once a company is added the Company Manager can manage their employees accounts.
To access the User Company Editor go to the Admin Options menu and hover over Users then click on User Companies in the resulting drop down menu.
The Company Search window will appear. To add a company click on Create New Company.
The Company Edit window will open.
In our example we are using the following entries:
- Account Number: ABC-12345
- Company Name: Widgets Incorporated Address: 100 Main Street, Ottawa, Ontario, K2K 2E6
- Contact Name: John Walker Address: 1110 Main Street, Carleton Place, Ontario, K2K 1R4
Once the data is entered Click Add New Company
When we return to the Company Search page it should look like the following:
Notice we now have our company in place but no users at this point.
To add users, navigate to the user's profile. In our example we are adding John Walker (the company contact)
In John's profile enter Widgets Incorporated in the company field to link John to that company.
We will also click on Company Manager to select John as a Company Manager which will allow him to access the profiles of other people in his company.
Note: There can be multiple Company Managers for the same company.
When complete it will look like the following:
You can continue to add users to the company in the same manner as described above. In this example we will add John Doe as well John Griffiths to the company.
When you then search the company notice we now have a user count of 3 displayed:
If you click on the number, the system will take you to the user search screen displaying the 3 users associated with the company.
How the Company User Works on the User Interface
To access the Company Users tool on the User Interface we will log in as John Walker, the Company Manager.
The Company Managers will see an additional menu icon. Click on the Company User Icon to access a list of the associated users.
From this window the Company Manager has the ability to login to the OPS-COM system as the selected user in order to manage that user's account.
(Update the profile, buy permits, pay violations, etc. etc.)
In this example we will log in as John Griffiths. A pop-up message will appear indicating the user you are logged in as.
This will bring you to the user's Profile at the hime menu screen.
