A Company is one of the basic entities in The Portal. To find out more about companies and how they work click here.
- Ensure you are logged into The Portal (follow instructions here on how to do that).
- If you don’t currently have any companies you will see this screen:
- From here you can click Create a Company to get started. Alternatively, click Settings in the upper right corner and then click “Add Company +”:
- Type in your company’s details and click Save Details:
- You are now in the Company Details area where you can see essential information about your company, such as its name and address, its people and billing information. As the person who created the company you are automatically a Company Admin: