Learn how to manage companies in CertCapture. Create companies for separate divisions, geographic locations, or subsidiaries of your business. Organize those companies into a Company Grouping to view information from several companies at once. Only Admin users can modify the Company Hierarchy.
After setting up your Company Hierarchy, use the groupings to run a search or report.
- Add a company.
Create companies in CertCapture for separate divisions, geographic locations, or subsidiaries of your business.
- Manage your company details and settings.
Review and edit basic company information such as the address and contact information, and adjust your company settings.
- Create a company grouping.
If you have work with a multi-company organization including some subsidiaries, create a company grouping so that you can easily assign users to the parent company and its subsidiaries.
- Delete a company.
If you have created a company in error, delete the company from your CertCapture account.