Logic | Companies

In Administrate terminology, a company is a collection of data entities which drive your training company logic, including all financial associations, user permissions, course content permissions, and more. 

In most cases, a single company in your instance provides for all the necessary functionality, and all of your training activity flows through this single business entity. 

• Regions and locations can be used to differentiate different business logic that operates under the same umbrella
• User roles can be created to allow different types of staff to work with your training offering

Multiple companies, however, are configured when your organization contains multiple units that operate independently from each other, with the benefit of being able to report on all units as a whole. 

• A key concept is segregation; in essence, you can configure multiple companies to silo certain elements of your training from other elements, and this filters down to how financials process, how users can or cannot interact with administration elements, and more
• Examples of common multiple-company use cases include franchises, training companies vs. training departments, and partnerships

Multi-Company Logic in Practice

Each company can manage and maintain its own:

• Accounts and their contacts (CRM)
• Course templates and their events
• Users and user permissions
• Sales ledger
• Invoicing

Additionally, you can assign users a Super Company User role, which grants them access to all of your companies. 

Do I need to configure multiple companies or is one enough?

In your effort to decide whether you need one or more companies configured in your instance, consider the following:

• Do you run a franchise business model?
• Are you supporting internal training for your staff as well as paid training for external clients? 
• Are you working with a partner who operates with a different business model?
• Do you need financial elements of your training offering to be associated with different business entities? 
• Do the business units you operate have incompatible or wholly different workflows?  
• Do you send invoices out from more than one company?
• Does a subset of your courses and events need to be kept hidden from some of your administration team?
• Does a subset of your accounts and contacts in your CRM need to be kept hidden from some of your administration team?

If the answer was yes to many of these, it’s likely that you need to have more than one company configured in your system.

Your Next Decision:

Now that you’ve selected a strategy for handling your company needs, it’s time to identify the regions where you’ll be offering your training. The concept of regions drives all sorts of logic in the system, including training locations, instructor workplaces, pricing, taxes, resource allocation, and more.