The Project Administrators or a nominated Project Contact Administrator may The Project Administrators or a nominated Project Contact Administrator may add a new Company and a new user to each company.
Company Administrators and/or a nominated Company Contact Administrator manages the users (add and delete) for their company.
To create a new
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company
| 1. |
Click Contacts |
icon on Project Bar. |
| 2. |
Click [Add Company] |
on the bottom of the page.
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| 3. | Enter details of the new Company. Companies are uniquely identified by their COMPANY NAME |
and BUSINESS NUMBER.
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| Note |
|---|
| The The company code may not include spaces or any of these characters: & , % ,\\ ,* , <> or <> or any of these combinations: CON, PRN, LPT1, LPT2...LPT8, COM1, COM2...COM8 |
Click [Save] to create the company.
Once you have created a new company, you can edit these details as well as edit the default Company Options by simply clicking on the Company Name in the Contacts List.
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In Adding Companies we have explained how to add new companies, but what if the company we want to add has already existed on other projects.
| 1. | If you are adding an already existed company name on the current project, you will be reminded that the Company Exists, and you need to use a new company name because the same company name can not be added twice. |
| 2. | If the company you are adding dose not exist on the project you are using, BUT it has already existed on other iTWO projects, it will also pop-up a window, you can |
click Use Company |
to import information of that company from iTWO account or |
click Close |
to add a new one.
By clicking Use Company, It will pop up the following window. Here you can Choose a new role for this company, add and import |
users from iTWO account or |
just add the company without importing the users.
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| 3. | Synchronize with the Template projects. If the project you are working on is a template, while you are adding a company, you can synchronize that newly added company to the child-projects generated from that template.
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