- Administration
- Sociétés
- Gérer les profils de sociétés
Gérer les profils de sociétés
Découvrez comment gérer les profils de sociétés à partir de l'application Web.
The Companies feature is currently in Early Access. If you're interested, go to the web app, select Sociétés 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
Click your organization name on the lower-left corner of the page and select Sociétés.
Select a company.
Click Edit profile on the upper right-hand side of the page.
Update the company details accordingly.
Click Enregistrer.
If you have Autorisation « Gestion de la plateforme : utilisateurs », you can add existing or new users to a company.
Add a user to a company
Click your organization name on the lower-left corner of the page and select Sociétés.
Select a company.
Click Utilisateurs tab in the company profile.
Click
Ajouter des utilisateurs on the upper-right of the user list.
In the side panel, click the dropdown menu and select a user.
Click Terminé.
Click Enregistrer et appliquer.
You can add users in your company and assign them as company managers or members.
Remove a user from a company
Click your organization name on the lower-left corner of the page and select Sociétés.
Select a company.
Click Utilisateurs tab in the company profile.
Click
on the right-hand side of the user's row and select 
Remove user from company.
View a company user’s activity
Click your organization name on the lower-left corner of the page and select Sociétés.
Select a company.
Click User activity tab in the company profile.
In this tab, you can view the relevant actions, issues, and inspections associated with each user.
You can also view and manage company documents directly from the company profile.
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