Manage Companies

Overview

CORE lets you manage your single company or multiple companies from the Manage Companies screen, provided you have the owner privileges. This screen allows you to create a new company, add more companies, set the default company and edit them. As an owner, you can add additional company databases using the same email address. However, you have to purchase a license or subscription for each user in the new company. Click to watch this video on creating and managing companies in CORE.

companies thumbnail.png

If you have multiple databases, an account owner can delete a database. However, CORE stores the deleted database for a period of 48 hours before completely removing it. This allows you to undo the deletion, if it was done by mistake.

Do note that CORE offers a user-based subscription. You need to buy subscriptions per user for each company database. The number of users that can log in and access the application depends on the number of subscriptions purchased by you. During the trial period, you can create up to 100 named users for your company file. After subscription, you can purchase more than 100 users. The Manage Users panel allows you to view all the current subscribers or active users of CORE, add new users as employees, and specify the type of access for the users—either Administrator or Standard.

When you create a new CORE account, your email address is marked as the Owner of that company file. An owner is responsible for the company account, especially adding and managing other users and entering company data. The Owner has various privileges to create multiple databases, view account details, set security permissions, and manage the overall account. The Owner of the account initially sets up users and designates them as Administrators or Standard users. Even the Administrator has the ability to add users. By default, CORE sets up the Administrator with a Full Access security profile and Standard User with a Time & Expense profile in the application. However, you can change their permissions using the Security screen. Standard users are only able to view their own account information (that too limited), an administrator is able to view all information with some exceptions, while the owner is able to manage and view all information.

Field Descriptions

How To

Add New Companies

Edit Company Information

Switch Company Accounts

Add Contacts

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Manage Companies > Create Company
Name

This is the name of the company. The name can be alphanumeric with a maximum of 95 characters. CORE uses the Company Name as the default name when creating checks and invoices.

Industry

Primary business field or industry to which the company belongs. It represents the line of work company is in, such as Accountant, Architect, Engineering, etc.

Country The country specified in your company profile determines the currency of your CORE company. Also, the currency will be inherited by the projects and invoices. If you change the currency at the project level, that will override the one specified in the Company screen.
Manage Companies > Contact Detail > 
Display As This is the unique display name of a company. It can be numbers, letters or a combination of both, with a maximum of 65 characters. It gives you control over how the company name appears in the list view and screens.
Name Name of the contact person from the company. CORE allows a name of up to 100 characters. which includes first name, middle initial, and last name. It can be alphanumeric with the middle initial being 1 character.
Set as Primary You can set a contact as the main or primary contact for the company by checking this option.

Add New Companies

To add a new company, you must be the Owner of the CORE account and have the required security permissions.

To create a company, watch this video or follow these steps:

  1. Open the Manage Companies screen from the side menu > Settings > Company.

    Add New Companies.png

  2. Click Create New on the top-right.
  3. On the Create Company dialog, enter the required information.
    • Name

    • Industry

    • Country

  1. Click Create. You can see your new company in the grid.

Edit Company Information

When you log into CORE as an owner, you can view a list of your companies and manage them from this screen.

To edit your company information, watch this video or follow these steps:

  1. Open the Manage Companies screen from the side menu > Settings > Company.

    Edit Company Information.png

  2. You can select the Default option on the grid for the main or more often used company so that CORE opens it by default.
  3. Select a company on the grid and click Actions > Change Status.
  4. On the Change Status dialog, change the status of the company, if needed.
  5. Click Update.
  6. Alternatively, select your company on the grid and click Detail on that row. 
  7. On the left panel, go to the General screen, enter details or make your changes.

    Edit Company Information 2.png

  8. Click Save.

Switch Company Accounts

After creating multiple companies in CORE, you are prompted to choose the company you want upon login. Else, you can switch to another company at any time. If you open multiple tabs of different CORE companies at the same time, CORE prompts you to close the other tabs before switching the companies.

To switch to another company, watch this video or follow these steps:

  1. Open the top user menu and click Switch Company.

    Switch Company Accounts.png

  2. On the Choose a Company screen, click the company that you want to open.
  3. Click Get Started.

Add Contacts

To add a contact to your company, watch this video or follow these steps:

  1. Open the Manage Companies screen from the side menu > Settings > Company.
  2. Select a company on the grid and click Detail on that row.
  3. On the left panel, go to the Contacts screen.

    Add Contacts -Manage Companies.png

  4. Click Add and enter the required information on the Contact Detail screen:
    • Display As

    • Name

    • Company

    • Address

  5. Click Save.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Manage Companies screen from the side menu > Settings > Company.

    Manage Company - Mark as Fav.png

  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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