User manual

Add members to a company
Once a company has been created you can associate members with that
company. This is helpful if you want to organize members by company.
1 Select a company and right-click. Choose Add Members from the menu.
2 Select the members in the Available list and click Add.
3 To remove a member from the company, select the member in the
Selected list and click Remove.
4 If the member you want to add to the project does not exist, click the
Add New Member button. See
Creating a New Member (page 89) for
more information.
When member is added to a project, the company that the member is
associated with is automatically added to the project.
Edit a company
1 Select a company and right-click. Choose Edit from the menu. The Edit
Company dialog box is displayed.
2 Click the Company Information to change attributes for the company
or the contact information.
3 Click the Company Members tab to add or remove members that are
associated with the company.
Delete a company
Select a company in the list and click the Delete Company toolbar button.
The company is deleted from the site.
NOTE You cannot delete a company that has any associated members. If the
company you want to delete has associated members then you must first reassign
the members to a different company, or choose to not associate the members
with a company at all.
Import companies
You can import companies instead of entering them manually. When
importing it is important to note that the file you import must be in the
following format.
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