Welcome to a powerful feature in ValuePRO: the ability to manage multiple company entities from a single account. This feature helps you streamline operations and maintain brand consistency across all your businesses.
With multi-company management, you can:
Consolidate Administration: Manage all your companies in one place without needing separate accounts.
Enforce Security: Restrict user access to specific company data, ensuring they only see information relevant to their assigned entity.
Maintain Brand Identity: Automatically generate reports with the correct logo for each company, all from a single, master report template.
How to Create a New Company Profile
Creating a new company profile is a straightforward process. Follow the steps below to get started.
Step 1: Navigate to the Companies Tab
From the main menu, select Office to open the administration panel. Next, click on the Companies tab to view all existing company records.
Step 2: Add a New Company Record
On the Companies page, click the "Add New Company" button. This will open a new form for you to enter your company details.
Step 3: Enter Details and Save
Fill in the required information on the new company form. When you're finished, click "Save Changes".
Important: You must save the new company record before you can upload the company logo.
Once saved, the new company profile will be created, and you can then proceed to upload your logo and further customise the settings.