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Companies & Partners

This page provides an overview of you companies and partners and allows you to add, edit, and delete your companies.

  • Users with admin rights can add/edit/delete companies and view partners.

  • Users with normal rights can only view companies/partners

Company management - Companies_Routty-AP.jpg
  1. Set and use custom filters

  2. Select COMPANIES or PARTNERS

    • The data in the list (3) changes depending on the selected option

  3. In this view the active parties are displayed

    • You can delete a company by clicking on the delete button

    • You can add a company by clicking on the add button in the top right

    • When clicking on a certain record, the company info will be displayed in a modal where adjustments can be made

In the companies view, when editing or creating a new company, a modal opens in which one can edit the company’s data:

Company management - Edit company_Routty-AP.jpg

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