What is a Company?
Companies are the trading entities that you own/work for. Use the Companies setting to define your trading name, company registration details, logo, and working patterns.
Who should use a Company?
Each Administrate subscription needs at least one Company. Your first Company will be provided for you; however, review the Companies setting and make any changes as necessary.
Who should use multiple Companies?
Multiple Companies can be used when your organization contains multiple units that operate independently of each other, with the benefit of being able to report on all units as a whole. In addition, having multiple Companies lets you report on Events and finances by Company, and apply different branding to external communications.
This is ideal for franchises, and can also be useful where individual Companies compete with each other or where information in the database needs to be segmented. See Company-Based Permissions for more information.
You don’t need multiple Companies if you operate in different countries, tax rates, or currencies. For that, see Regions.
Company-Based Permissions
If you have set up multiple Companies, you can segment parts of your database by Company. You may want this if Companies compete with each other, or simply to hide irrelevant information such as scheduled events or sales data.
The following options can be found in the Permissions setting in the Control Panel:
- Enable Global Course Template List – Share your Course Templates across all Companies (Yes), or let each Company manage its own (No).
- Enable Account Segregation – Let Companies own Accounts (Yes) or share Accounts across all Companies (No).
- Enable Workflow Segregation – Let Companies define their own Event Workflows (Yes) or use one standardized workflow for all Companies (No).
Role-Based Permissions
The Super Company Member Role lets users view data from all Companies. Reserve this role for Users who should access data across every Company.
Terminology
| Company Name | The name of your company as it’s known internally |
|---|---|
| Short Code | A code to reference your company in alphanumeric form |
| Registration Numbers | Use this area to add registered company numbers or tax registration numbers. Content entered here appears in the footer of your evaluation form. |
| Account | Each Company must be linked to an Account. Address details shown in customer-facing documents (e.g., invoice, course PDF) are pulled from the linked Account. To confirm which Company is linked to which Account, view the Edit Company Details table in the Companies section of the Control Panel. The first column shows the Company name and the second shows the Account name. |
| Base Currency | When viewing financial data, values are returned in your base currency by default. |
| Logo | The logo displayed on customer-facing documents. Upload .jpg, .png, or .bmp. Recommended size is at least 200 x 80 with a similar aspect ratio. |
| Certificate Logo | The logo displayed on certificates. Upload .jpg, .png, or .bmp. Use a high-resolution image. |
| Certificate Signature | The signature that can be used on certificates (configured on certificate templates). |
| Certificate Background | An image that can be used as the background on certificates (configured on certificate templates). |
| Default Sales Tax | The default tax rate applied to financial documents created by the Company. |
| Locale | The locale for the Company, which controls local date and time formats. |
| First Day of the Week | The local first working day for the Company. |
| Non-Working Days | The non-working day(s) for the Company. |
| Time Zone | The local time zone for the Company. |
| Invoice Language | The preferred invoice language for the Company. |
| Invoice and Credit Note Compliance | Enables UAE/KSA compliance when viewing invoices and credit notes in English. This displays “Tax Invoice” or “Tax Credit Note” in the PDF. |
| Bank Details | Details to help customers pay invoices (e.g., sort code, account number, payment terms). You can specify bank details for each invoice currency. |
Localization preferences are visible on the calendar.
Create
- Confirm an Account exists for the new Company. If it doesn’t, first create an Account.
- Go to the Control Panel and select Companies.
- Click Add Company.
- Complete the required fields, then click Save Company.
Edit
- Go to the Control Panel and select Companies.
- Click the display name of the Company you want to edit.
- Update the fields you need, then click Save Company (or Abort to discard changes).
Delete
You can only delete a Company if it has no dependencies (for example, sales invoices, registrations, and website orders). Edit or delete dependencies before attempting to delete a Company. Deleting related data is generally recommended only when cleaning up test or dummy data.
- Go to the Control Panel and select Companies.
- Click the display name of the Company you want to delete.
- Click Delete and confirm.