User manual

To remove a group from a project go through Project Administration
➤ Members. Right-click a group and choose Remove.
See also:
Editing a Group (page 128)
Creating a Group (page 102)
Private and Hidden Groups (page 128)
Companies Tab
The Companies tab is accessed through Site Administration. It displays a list
of companies that have been added to the site, the date the company
information was last updated and by whom.
Adding companies to your site enables you to associate a member with a
company. By doing so you can then easily organize members according to
the companies that they are associated with, or see all the members who are
associated with the company.
Create a new company
1 Click the New toolbar button. The New Company dialog box is displayed.
2 Enter the company information.
3 Select an attribute value for each attribute. The available attributes come
from the Attributes tab. The attributes that can be applied to a company
are: Company Type, Rating, Trade, MWDBE, Project Type, and Service.
You can edit the names and the values of these attributes. For more
information see
Attributes Tab (page 67).
4 Enter the contact information for the company.
5 Click Create to create the company.
6 Click the Members tab to add members with the company, or click Close.
Companies created through Site Administration are not associated with projects
until a member who is associated with the company is added to the project.
64 | Chapter 6 Site and Project Administration