Managing Companies

This article is a guide to managing Companies in FastDraft.

This guide contains the following:

• Introduction
• What is a Company and how to create one?

Related Articles:

• Managing Projects
• Managing Company Users

Introduction

Companies, projects and contracts are the three most important objects you will use in our Contract Management Platform, which allow your users and contracts to be grouped. You can access your contracts from the top right of the toolbar in the platform.

You can manage the companies, projects and contracts in the platform via the left hand panel.

What is a Company and how to create one?

Click Companies to view all the companies in the platform.

A Company is a group of users that work within an organisation. This would typically be a limited company but it can be a group of users that form a department, joint venture, working group, etc.

You use the Company page to store relevant information about the company and associated company users, and hubs. In a typical set up you would add the companies involved in the contracts and projects you manage and employees from each organisation will sit within one company. The company details are used for creating contracts and completing forms on contracts.

A Company can be created by the following user types:

• Site Administrator
• Site Support
• Super User
• Contract Administrator
• User Administrator

You can read more about user types here. If you are a Company Administrator and want to add a new company, you will need to contact support@builtintelligence and ask a member of our support team to do this for you.

The platform also supports adding Companies automatically from an API call, integration or importing in bulk via a support request with our Customer Success Team.

To create a Company in the Admin panel click the Create New action button on the Company Register

You will be asked to provide the following information:

• Company Name - A free text field to insert the company name. Generally it is best practice to use the legal entity but it will support JV and groups of users
• Company Type  - Select either - Client, Consultant, Contractor, Other or Subcontractor
• Address 1 - Insert address
• Address 2 - Insert address
• City - Insert City
• County - Insert County
• Country - Insert Country
• Postcode - Insert Postcode
• Enable Company Users - toggle Yes/No - see here for more information
• Frameworks - Select any frameworks you want this company associated with - see here for more information
• Company Number - A free text field to insert the company number

This information can be used for reporting purposes. If you need to update the Company details once created click the Update Company action button on the Company overview page.

If you want to deactivate a company, click the red Deactivate button - note: if you want to deactivate a company you must first remove all users, either by deactivating their user accounts or moving them to another company. 

Once you have created a Company, you can add a company logo from a png file- which will appear on notifications sent from any contract with that Company being one of the parties. 

Note: logos can only be uploaded if there has been no previous logo before. If you want to update a pre-existing logo for a company record, please contact support@builtintelligence.com.

You can then start to create Company users, Areas, Hubs and Projects for the Company.