Companies Management

This document provides a comprehensive guide to managing companies within the Beelocity platform. Whether you’re setting up a new company, updating existing company details, or removing a company, this guide outlines the steps to navigate and perform these actions efficiently. The Companies section is accessible through the Identity and Access menu in Beelocity’s sidebar, offering a streamlined interface for all company-related operations.

To locate and manage companies in Beelocity, follow these steps:

• Navigate to the sidebar on the left side of the Beelocity interface.
• Locate and click on Identity and Access to expand the menu.
• Select the Companies sub-item to access the Companies management page.

This page serves as the central hub for viewing, creating, updating, and deleting company records.

Creating a Company

To add a new company to the Beelocity platform:

• On the Companies page, click the Add button, typically located at the top-right corner of the interface.
• You will be redirected to a new page with a form to enter company details.
• Fill in the required fields:
  • Name: Enter the full name of the company.
  • Code: Provide a unique identifier or code for the company.
• Verify that all entered information is accurate.
• Click Submit to create the company. The new company will now appear in the Companies data table.

Updating a Company

To modify existing company information:

• Navigate to the Companies page via the Identity and Access menu in the sidebar.
• Locate the data table displaying all companies.
• Identify the company you wish to update and click on the specific cell containing the information you want to edit (e.g., Name or Code).
• Make the necessary changes directly in the cell.
• Press Enter to save the updates. The table will reflect the modified information immediately.

Note: Ensure that updates comply with any naming conventions or code requirements specific to your organization.

Visiting a Company Page

To view detailed information about a specific company:

• Navigate to the Companies page via the Identity and Access menu in the sidebar.
• Locate the data table displaying all companies.
• Identify the company you wish to visit and click on the ID cell of the corresponding row.
• You will be redirected to the detailed company page, which provides comprehensive information about the selected company.

Deleting a Company

To remove a company from the Beelocity platform:

• Access the Companies page through the Identity and Access menu in the sidebar.
• In the data table, locate the company you wish to delete.
• Select the company by clicking the corresponding row or checkbox.
• Click the Delete button, typically found at the top of the table or within a context menu.
• Confirm the deletion when prompted to permanently remove the company from the system.

Warning: Deleting a company is irreversible. Ensure that the company is no longer needed before proceeding.

Best Practices

• Confirm Deletions: Double-check before deleting a company to prevent accidental loss of important data.
• Access Control: Ensure that only authorized users have permissions to create, update, or delete companies to maintain data integrity.

For additional support or questions about managing companies in Beelocity, contact our support team through the Help section in the platform.