How to Create a Company

This article describes how to add a new company to the CRM and describes Company Hierarchies.

This article is broken down into the following sections:

• Overview
• Company Types
• Enabling A New Company
• Adding A Company
• Company Hierarchies
• Sample Configuration

Overview

A company in the FORTH CRM is an organization that may serve a variety of roles.

Company Types

Before you create a new company, you should be aware that there are several default Company Types offered within the CRM. A listing of these default Company Types are listed in our Help Center article on How to Add and Assign Company Types.

NOTE: Be sure that you have created any custom options for company types that you need BEFORE continuing with the steps listed below

Enabling A New Company

To manage the addition of a company, go to the Admin tab and click "Roles" from the Navigation Bar.

Select the role that you wish to have this access granted to from the dropdown menu located at the top left of the page (see below). 

Next, scroll down to the Admin section, and ensure that the checkbox next to the entry titled, "Create Companies" is selected (see below).

Scroll back up to the top of the page, and click "Save" in the Navigation Bar.

NOTE: By changing the dropdown menu option, certain checkboxes may be already selected according to the category chosen.

Adding A Company

Go to the Admin tab, and select "Companies" from the Navigation Bar. Select "Add Company" from the Navigation Bar (see image below).

The "Add/Edit Company" page will now open (see image below). This page contains several sets of fields to add specific information about the company you wish to add.

This page is quite extensive, so be sure to have as much information available on this new company as you can, so that you can complete this page in a timely manner. 

IMPORTANT #1: Be sure to click the "Active" checkbox at the top of the page, if this company is meant to made active for use right away.

IMPORTANT #2: If you wish this new company to have a “parent company”, make sure to select a parent via the Parent Company dropdown menu.

Once you have completed your entries, scroll back to the top of the page, and click "Save Company" found in the Navigation Bar. If you have more companies you wish to add, click New, also found at the top of the page.

Your company will now be included in the table found on the Companies page.

Company Hierarchies

Companies are configured in a hierarchy, with each company in the tree having a parent company. The top-most company (typically the account holder) is the only company that does not have a parent. This dictates the access to files within the structure. This allows you to create Affiliates of Affiliates.

Sample Configuration

The Main Company can see the records of all companies, including its own and those below it.

• Affiliate A can see their own data, Sub-Affiliate AA's data, and Sub-Affiliate AB's data.
• Sub-Affiliate Company AA can see its own data only.
• Sub-Affiliate Company AB can see its own data. 
• Sub-Affiliate Company B can see its own data only.

This is done by selecting the "Parent Company" while editing or adding a company.

• The "Parent Company" of Affiliate A is the Main Company.
• The "Parent Company" of Sub-Affiliate AA is Affiliate A.

You can see what company belongs to what from the company listings page.

If you have questions about Companies in the CRM, please contact our Support Team at support@setforth.com

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