Company Management in a Project
Assigning Companies to a Project
Companies can be assigned to the projects as per the requirement. Follow the below steps to assign Companies to a Project,
- Select Projects from the side Navigation bar and choose the desired Project
Importing Companies to a Project
- Select the Companies module to view all assigned companies and click on the Assign button (on top right) to assign the companies available in the respective hub
Importing Companies to a Project (Cont.)
- Select the Companies using the selection box and click on the Assign button to complete the process
Importing Companies to a Project (Cont.)
Notes:
- Project admin and above can assign a company to a Project
- When a company is assigned to the project, all its associated users are also imported with an unassigned role. Further the company users can get assigned with project role
Removing Companies from a Project
Follow the below steps to remove Companies from a Project,
- Select Projects from the side Navigation bar and choose the required Project
Removing Companies from a Project
- Select the Companies module to view all assigned companies and click on the Remove button (on top right) to remove the companies from the project
Removing Companies from a Project (Cont.)
- Select the Companies using selection boxes and click on the Remove button to complete the process
Removing Companies from a Project (Cont.)
Notes:
- Upon deleting the company, all its associated details will be removed
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