Company Structure: customer companies

Summary The add new company tab of Company Structure, in the System Administration menu that only administrators see, holds the customer companies the business works with. For each one it shows the people linked to it, the modules for that customer and the links the customer sees in their KPI Dashboard.

Steps

Step 1

On your dashboard, open System Administration, click Company Structure, then click the add new company tab.

Step 2

company lists the customer companies. Use the plus icon (add a new company) to add one and search for company to find one. The edit icon beside a company changes it, and the minus icon deletes it.

Step 3

Click a company. Under Linked LMS Modules, people lists the users linked to it. To add someone to the company, find them under search for user.

Step 4

linked modules lists the modules for this customer. These are modules of the type Customer/Other set up for this company in Module Admin: see Customer-specific training: setting it up.

Step 5

Click KPI Dashboard links to adjust the list of links the customer sees in their KPI Dashboard.

Step 6

A person can also be linked to a company from Manage users (Company Assignments), and customers, suppliers and guests are added with their company in the add new user tab: see Company Structure: adding a new user.