To edit a company, follow these steps:

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Companies button to display the Companies screen.
3. Select a company from the list of companies and click the Edit button on the Companies screen toolbar.
4. This will display the Edit Company screen.

Lock

Turn on the Lock switch to stop any editing by users.  Turn off the Lock switch to allow editing by users.

Company Avatar

Click the Pencil icon to add or change the company avatar (or logo).  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the company avatar.

Company Banner

Click the Pencil icon to add or change the company banner.  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the company banner.

Parent Company

Click the Select button to display the Parent Companies screen.  This will let you select a company to designate the parent company of the company that you are editing.

Note: The primary company is always at the top and does not have a parent company.

Click the Remove button to remove the selected parent company and return back to the primary company as the parent company.

Name

Enter the name of the company.

ID

Enter an optional identifier of the company.  It could be the short code for the company.

Type

Select the type of company has in relationship to its parent company.  It may be a subsidiary, contractor, partner, affiliate or office of the parent company.

Tip: You can change the names and number of company types to match the way your company works using the Lists screen.

Color

Click the color swatch to set or clear the color for the company.  The color can used in other screens to highlight items by company.

Location

Click the Add Location button to display the Locations screen.  Select a location of the company to designate its location and working calendar.

Tags

Select tags or type in tags to help categorize or classify the company.   There are two ways to add tags:

• Click the Add Tag button to display the Tags screen.  Select tags from your existing collection of tags and they will be associated with the company.
• Or, click inside the Tags editor and a new empty tag will be displayed.  Type in the name of the tag you want and press Enter to save the new tag. As you type your tag name, a list of existing tags that partially match the typed text will be displayed and you can choose one of them for faster tag entry.

Notes

Click the Add Note button to add a note about the company.  You can add as many notes as you like.  They are listed chronologically.

View Staff

Click the View Staff button to display all staff belonging to this company.