Add a Partner Company
Adding a partner company to the list lets you work with partner company users within the system.
To add a partner company
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, expand the User Administration grouping node and click Partner Companies.
The Partner Companies log opens.
- Click the New button. The New Company window opens to display the following tabs:
- General: To input identifying information about the company, such as the company name and home page URL.
- Address: To input the company address information.
- Security: To set up the password and login policy for the users from the company.
- Contact: To add contact information for support resources.
- In the General tab, set the status to Active to enable users from the company to be added to company, project, or shell functions.
- Once all the information is added, click OK to save.
- To search for a particular company, click the Find button. The Find box opens at the top of the window. Click the Search By drop down and choose Company Name or Contact Name. Enter the search criteria in the Search for field and click the Search button.
See Also
Adding & Managing Partner Companies
Last Published Tuesday, December 12, 2023