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🏒 Create a company

Creating a company (Company) makes it possible to structure organizations and to group sites and users. Each user and each site belongs to a single Company. Creating a company allows sharing site access with end clients.


πŸ“ Access​

From the console:

  1. Click on Companies
  2. Click on Create customer company

Company list and create button


✏️ Step 1 β€” Company information​

Fill in the main information:

Company creation form

Required information​

  • Company name: the company name
  • Email: contact email
  • Phone number: phone number
  • VAT number: VAT number
  • Company number: company number

Address​

  • Street, number, box
  • Postal code and city
  • Country

πŸ‘‰ Click on Next to go to the next step.


πŸ” Step 2 β€” Access management​

Configure the user groups associated with the company:

Company access management

Available roles​

  • Administrators: full management
  • Operators: daily operations
  • Support users: technical support
  • Monitoring users: supervision
  • Reporting users: data access
  • Read-only users: read-only access
info

We recommend keeping the default configuration unless there is a specific case.


βœ… Validation​

Click on Submit to create the company.


🎯 Result​

The company is now created and available in the Companies list.

You can then:

  • Create sites
  • Add users
  • Configure access
  • Supervise installations