End-User Procedures

The following list shows tasks end users typically perform when managing companies:

• Adding Companies and Investors (End User)

• Viewing Company Hierarchies in Roll-Up Views (End User)

• Creating Company Assessments (End User)

• Adding Company Applications (End User)

• Adding Company Service Requests (End User)

• Managing Company Coverage Teams (End User)

• Viewing Company Summaries (End User)

• Viewing Company Relationship Hierarchies (End User)