The Company List page lists the companies that the logged-in user has access to. Each row contains a subset of the information of a Company and two special columns. The status column, second from right reflects the status of the company and the very right hand column contains the Actions dropdown list providing the logged-in user with options to access and modify the Company's details and the information associated with it. User access to the company details and the information associated with it is controlled by the roles assigned to the logged-in user, the status of the Company and ownership of the Company in the system.
In general, a Company is firstly owned by the logged-in user that originally created it in the system and secondly by the Company of the very same user. These two types of ownership, combined with the roles assigned to the currently logged-in user, control the access of the user to the details of a Company and the information associated with it. In fact, if a logged-in user is not assigned a role to view the Company detail the Company will not be included in the list on the Company List page.
A Company can have one of several statuses.
Active signifies that the Company and its related information is available for al operations including editing of details, the managing of the related information including the generation of documentation.
Suspended signifies that the Company and its related information is unavailable for all operations except the viewing of details and the related information. Company suspension allows for temporarily disabling the functionality associated with a company, normally to resolve disputes on issues outside of the system.
Suspended companies can be returned to the Active state once the issues have been resolved.
Closed signifies that the Company and its related information is no longer available for all operations except the viewing of details and the related information. The closing down of a Company effectively removes the company from the system for any future use.
The list of companies may be filtered by status.
Companies in the list are filtered by checking and clearing the relevant checkbox in the Status drop down box. Checking an option will include companies with the relevant status in the list and clearing a checkbox will exclude companies with the relevant status from the list. Any combination of options may be selected.
The Actions dropdown list provides the user with options to access and modify the company details and the information associated with it.
Selecting View from the Actions dropdown list in the very right hand column of the row of a company redirects the logged-in user to the relevant View Company page displaying the company's detail but not allowing the logged-in user to change any of the properties. See Company Detail
Selecting Edit from the Actions dropdown list in the very right hand column of the row of a company redirects the user to the relevant Edit Company page displaying the company detail allowing the user to change any of the various properties. See Company Detail
Selecting Suspend from the Actions dropdown list in the very right hand column of the row of an active company pops up a confirmation window to confirm the intention to suspend the selected Company.
Clicking the OK button changes the Company status to Suspended. The Cancel button cancels the action and the Company status is not affected.
The Activate option of the Actions dropdown list in the very right hand column of the row is available for suspended companies only. Selecting this option changes the Company status to Active.
Selecting Close option from Actions dropdown list in the very right hand column of the row of an active or suspended company pops up a confirmation window to confirm the intention to close the selected Company.
Clicking the OK button changes the Company status to Closed. The Cancel button cancels the action and the Company status is not affected.
Selecting List Users option from the Actions dropdown list in the very right hand column of the row of a company redirects the user to the relevant List Users page displaying a list of users registered for the company. See User List
Selecting List Projects option from the Actions dropdown list in the very right hand column of the row of a company redirects the user to the relevant List Projects page displaying a list of projects registered for the company. See Project List
Selecting List Templates option from the Actions dropdown list in the very right hand column of the row of a company redirects the user to the relevant List Templates page displaying a list of templates registered for the company.
Selecting List Contracts option from the Actions dropdown list in the very right hand column of the row of a company redirects the user to the relevant List Contracts page displaying a list of contracts registered for the company.
Clicking the Add button in the header of the very right hand column redirects the user to the New Company page allowing the user to complete and save the detail for the new company. See Company Detail