Add Users to a Company

Objective

To add existing users in your Directory to a company.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.

  2. Locate the user, then click Edit.

  3. Click the 'Company Name' field.

  4. Select the company and click Copy to Personal Information to populate the company information into the user's profile.
    OR
    Click Create New and follow the steps create a new company record.

  5. Click Save.