Setup a Company

ValuePRO supports multiple company entities within the same application. You can setup and manage multiple companies and still lock down certain user's to only have access to a particular company entity within the system. You can also setup companies to generate the same report templates but with different logos without maintaining multiple report templates.

Add a New Company Record

Go to the Office menu (1) in ValuePRO and click on the Companies tab (2), then click the Add New Company button (3).


Enter New Company Record Details

Fill the fields on the Add New Company card and press the Save Changes button to create the new company.

NOTE: You will need to press the Save Changes button to create the new company before attempting to upload a logo file.

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