Última actualización:

Gestionar perfiles de empresa

Aprenda a gestionar perfiles de empresas a través de la aplicación web.

The Companies feature is currently in Early Access. If you're interested, go to the web app, select Empresas from your organization name on the lower-left corner, and click Get Early Access.

Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.

What are company profiles?

Every company profile is a centralized space for managing contractor companies within your organization. You can easily view and update key company details to maintain accurate records for accessible communication. Additionally, you can add and manage users tied to the contractor, track their activity, and store critical company documents for compliance. This ensures your team efficiently oversees contractor relationships, maintains compliance, and collaborates seamlessly with your contractor network.

Edit a company profile

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Empresas.

  3. Select a company.

  4. Click Edit profile on the upper right-hand side of the page.

    Edit a company profile via the web app.

  5. Update the company details accordingly.

  6. Click Guardar.

If you have Permiso de "Administración de plataformas: Usuarios", you can add existing or new users to a company.

Add a user to a company

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Empresas.

  3. Select a company.

  4. Click Usuarios tab in the company profile.

  5. Click Icono PlusAñadir usuarios on the upper-right of the user list.

    Add a user to a company via the web app.

  6. In the side panel, click the dropdown menu and select a user.

  7. Click Hecho.

  8. Click Guardar y aplicar.

You can add users in your company and assign them as company managers or members.

Remove a user from a company

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Empresas.

  3. Select a company.

  4. Click Usuarios tab in the company profile.

  5. Click More vertical icon on the right-hand side of the user's row and select Delete iconRemove user from company.

    Remove a user from a company via the web app.

View a company user’s activity

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Empresas.

  3. Select a company.

  4. Click User activity tab in the company profile.

  5. In this tab, you can view the relevant actions, issues, and inspections associated with each user.

    View a company user's activity via the web app.

You can also view and manage company documents directly from the company profile.

¿Necesita más ayuda?
En este artículo