About Company/Department

This section is helpful to manage all the companies/departments you have created. You can create, edit, or delete companies here.

The following screen appears:

   4. Click the Upload button to upload a logo from your computer.

​Note: Only .png and .jpg file formats with size limits up to 150kb are supported.

   5. Enter the Company/Department and Short Name.

   6. Select the default time frame Start at and Complete By timings.

   7. Click the Add Assignee button to add an assignee to the company/department. The following screen appears:

• Enter the Full Name, Email Address, and Department of the assignee.
• Select the Approval Required checkbox if the assignee's approval is required.
• Select the Default Assignee checkbox if the assignee should be the default person to approve the actions in the app.

   8. Click the Save button.

   1. Log in to the admin portal on your computer.

   2. Navigate to Setup > Company/Dept. 

   3. Click on the three dots icon, and select Edit. The Edit Company/Department screen appears:

   4. Edit the Company/Department name, Short Name, and the Logo.

   5. You can also modify the assignee here by clicking the Add Assignee button.

   1. Log in to the admin portal on your computer.

   2. Navigate to Setup > Company/Dept.

   3. Click the Export button in the top-right corner to export all the companies/departments into an Excel spreadsheet. 

   1. Click on the three-dots icon and click on Delete/Archive.

   2. A message appears on the screen indicating that the company has been archived. It will move to the Deleted/Archived section.

   3. To restore, click the three-dots icon on a company in the Deleted/Archived section and select Restore. The company will move back into the Companies section.

You can use the search bar at the top to locate a company in your list.

You can view the companies or departments in a grid or a list view.