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.

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.

Basic Tasks

Add New Companies

Edit Company Information

Advanced Tasks

Switch Companies

Add Contacts

Add Payment Methods

Mark Screen as Favorite

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 your company menu > Account > Manage Companies.

    1. Click Create New on the top-right.

    2. 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 your company menu > Account > Manage Companies.

    1. You can select the Default option on the grid for the main or more often used company so that Core opens it by default.

    2. Select a company on the grid and click Actions > Edit.

    3. On the Edit Company dialog, change the status of the company, if needed.

    4. Click Update.

    5. Alternatively, select your company on the grid and click Detail on that row. You can also click Delete to delete a company file created by you.

    6. On the Edit Company screen, enter details or make your changes.

    1. Click Save.

 

Switch Companies

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:

    1. Open your company menu and click Switch Company.

    1. On the Choose a Company screen, click the company that you want to open.

    2. 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 your company menu > Account > Manage Companies.

    2. Select a company on the grid and click Detail on that row.

    3. On the Edit Company screen, go to the Contacts tab.

    1. Click Add and enter the required information on the Contact Detail screen:

      • Display As

      • Name

      • Company

      • Address

    2. Click Save.

Add Payment Methods

To add a payment method for your company, watch this video or follow these steps:

    1. Open the Manage Companies screen from your company menu > Account > Manage Companies.

    2. Select a company on the grid and click Detail on that row.

    3. On the Edit Company screen, go to the Payment Methods tab.


    4. Click Add Payment Method.

    5. On the Add Payment Method dialog, enter the required payment information:

      • Name on Card

      • Card: number and details

    1. Click Add Method.

As an admin user, you can delete all payment credit cards if there are no subscriptions set for auto renewal.

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 Preferences.

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

    1. Open the Manage Companies screen from your company menu > Account > Manage Companies.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

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