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).

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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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