Create Company Profile

Introduction

This guide will walk you through the steps to create a company in the platform. Creating a company allows you to set up company-related data such as the name, code, and other essential details to start managing and tracking it within the platform.

Steps to Create or Edit a Company

• From the main menu page, go to User Settings icon > Find Company Profile.

• Open Companies tab > Click on the Company to edit the existing Company

Or click Add Company to create a new Company

• Fill in the required fields in Company Information and Management Information(1) such as Company Name, Full Name, Status, Code, LEI, Country, TIC.

If using a company holding number for all related accounts, check the box for Company Holding Number.

• Additional Information(2): Details for Report Generation

  • Add any additional information, such as mail, phone, site, license details, and any disclaimers or notes as necessary.

• After filling in all the required fields, click Save to store the company details.

• Once saved, your company will appear in the list under All Companies.