Step 1 - Open the General tile
Open the General tile on the dashboard. Within this tile, you will find the general settings and company details of your environment.
Step 2 - Open the Companies module
On the left-hand side of your screen, you will see the different modules. Click Companies. The available sections will appear under this module.
Step 3 - Open company details
Search for the desired company in the list. On the right-hand side, next to the company, you will find the blue Details button in the Actions column.
Click this button to open the screen with the details of the company.
Click this button to open the screen with the details of the company.
Step 4 - Edit company details
At the top of the detail overview, you will find the orange Edit button.
Click this button to open the screen where you can adjust the company details.
Click this button to open the screen where you can adjust the company details.
After you have adjusted the company details, click the green Save button at the bottom.
You will then return to the overview with the company details.
You will then return to the overview with the company details.
Step 5 - Delete company details
Do you want to delete the company details? Click the red Delete button at the top.
A confirmation message will then appear on your screen.
A confirmation message will then appear on your screen.
In the confirmation message, click the red Delete button again to permanently delete the company details.
You will then return to the overview with all company details.
You will then return to the overview with all company details.