Summary
This article offers insight into the Company Profile feature, a centralized repository essential for efficiently managing Client, Company and Facility-related information.
Information
The Company Profile serves as a centralized repository for storing all compliance-related information pertinent to your business, essential for completing compliance forms and applications efficiently.
Within the Company Profile, you can seamlessly input, modify, and review client, company, and facility-level data in the system. This includes the capability to add Owner, Contact, Project, Vendor, and Discipline level data. It provides an ideal platform for storing crucial details such as Designated Representative and Primary Contact information at both the Company and Facility levels. All these details are shown below.
The Company Profile page offers Grid Filters and a Search box to query data in this repository. Each column header contains sorting arrows that can be used to organize data in ascending/descending order.
Company Profile Levels
- First click on Company Profile from the left navigation bar. Double-click on a Client. This will open the Companies under the selected Client.
- Double-click on one Company to open the Facilities under this Company.
- Click on the arrow at the far right of the Facility and an overlay window will open.
- This section allows you to add information related to your Facility in each of these tabs: Facility, Projects, Contacts, and Vendors. Similarly, you can add information at a Client and Company level using the overlay window corresponding to each respective level.
- Company houses the following tabs: Company, Projects, Contacts, Owners, and Vendors.
- Client houses the following tabs: Client, Projects, Contacts and Disciplines.
- For White Glove Users, Company Profile data will be prepopulated as part of the onboarding process.
- For Self-Service Users, some initial data like Company Profile is preloaded as part of the onboarding process.
Adding a New Company or Facility
- To add a new Company to a Client, double-click on the Client in the Company Profile. This will open an accordion-style view where any Self-Service User can click on the ‘+’ icon to add a new Company.
- Enter all necessary details for the Company and click on the floppy disk to the top right to save your changes. As discussed earlier, you can add details to various tabs including Projects, Contacts, Owners, and Vendors.
- To add a New Facility, click on the Company and follow the same steps.
Delete Functionality for Company Profile
- Certain User roles in the system can delete Company Profile data. This includes the removal of Owner, Contact, Project, Vendor, and Discipline level data. Also, these Users can delete entire Companies and Facilities as needed.
- To delete data in Company Profile, click on the Edit icon of the data that must be deleted from the system. Clicking on the Edit icon will subsequently show the Delete button along with Save and Close buttons.
- Important: Deleting a Company will permanently delete all Company data and associated Facility Data. Similarly, deleting a Facility will delete all associated data for the selected Facility. Once data is deleted, it can no longer be recovered.
- There’s another scenario to consider: Deleting a Contact at a Client level, also deletes the same Contact at the Company and Facility level. This follows the same hierarchical logic seen in the system.
- Similarly, deleting a Contact at a Company level, also deletes the same Contact at a Facility level.
- Special Case Scenario: When an Owner (person) is created in the system, it also creates that person as a Contact in Company Profile. Deleting an Owner will only delete the Owner details from the Owner tab of Company profile. The Contact for the deleted Owner would still exist in the system.