Manage Companies

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

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, add and manage your CORE users. 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.

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

Basic Tasks

Add New Companies

Edit Company Information

Switch Company Accounts

Add Contacts

Add Payment Methods

Advanced Tasks

Mark Screen as Favorite

Field Descriptions

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

• Name

• Industry

• Country

4. 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.
   
   
   
   
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.
   
   
   
   
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:

1. Open the top user menu and click Switch Company.
   
   
   
   
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.
   
   
   
   
4. Click Add and enter the required information on the Contact Detail screen:

   • Display As

   • Name

   • Company

   • Address

5. Click Save.

Add Payment Methods

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

1. Open the Payment Methods screen from the side menu > Settings > Company.
2. Click Add Payment Method.
   
   
   
   
3. On the Add Payment Method dialog, enter the required payment information:
   • Name on Card
   • Card: number and details

4. 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 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.
   
   
   
   
2. Click on the top-right.
3. You can access this screen from the side menu under Favorites.