Managing Companies

Companies help IT teams organize users, service records, access, and reporting around the structure of the business. Use companies to support different customers, departments, branches, subsidiaries, or business units from the same SysAid account.

Each End User can belong to a company. When an End User submits a service record, the service record is associated with that company. Companies can also be used for company-specific SLAs, Self-Service Portal settings, category visibility, and reporting.

Available for:

Customers using SysAid Spaces. If you’re using SysAid Classic, see Companies.

How it works

Each company has a dedicated profile page where you can manage company details, control which categories are available to users from that company, review changes, and link the company to related SysAid items.

A company profile includes the following tabs:

• General Details

• Categories

• History

• Related Items

General Details

Use the General Details tab to manage the company’s main information and settings.

This tab includes fields such as:

 Additional available profile fields

Some fields do not appear by default and must be added to the profile form. Go to any company and click Modify Layout. You can choose to add the field to any of the existing tabs.

Tip!

You can also create an entirely new tab in the user profile by opening the Design Form pop-up and clicking New Tab. You eill then be able to name the tab and add any desired fields to it.

You may also see fields that are not listed here. These may be custom fields added to your account or fields added by a third-party integration.

Categories

Use the Categories tab to control which helpdesk categories End Users from this company can select when they submit service records from the Self-Service Portal.

You can choose to display all categories or limit the company to selected categories only.

This is useful when different companies, customers, or business units should see only the categories that are relevant to them.

History

Use the History tab to review changes made to the company profile.

You can open previous versions of the company profile to see how the company details looked at a specific revision.

Related Items

Use the Related Items tab to link the company to other SysAid items, such as users or assets.

Linked items help show the relationships between the company and the records connected to it. Items added here also appear in the linked items table of the related item.

For example, if you link a user to a company, the company also appears in the linked items table for that user.

Company actions

You can perform the following actions on each individual company:

Create a company

To create a company:

1. Go to Settings > Administration > User Management > Companies.

2. Click Create new.

3. Enter the company details.

4. Configure any relevant company settings.

5. Click Apply or OK.

Edit a company

To edit a company:

1. Go to Settings > Administration > User Management > Companies.

2. Click the company you want to edit.

3. Update the relevant details.

4. Click Apply or OK.

Rename a company

The company name can’t be edited directly from the Name field.

To rename a company:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. In the General Details tab, click Update Company Name.

4. Enter the new company name.

5. Save your changes.

Assign an agreement to a company

You can assign an agreement to a company so that service records submitted by users from that company use the company agreement by default.

This agreement applies only when the individual End User does not already have a specific agreement assigned to them.

To assign an agreement:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. In the General Details tab, add the Agreement field if it does not already appear in the form.

4. Select the relevant agreement.

5. Click Apply or OK.

You can configure agreements from Settings > SLA/SLM > Service Agreements.

Add an expiration date to a company

You can add an expiration date to a company to prevent users from that company from logging in after a specific date.

To add an expiration date:

1. Open the company profile.

2. In the General Details tab, add the Expiration Date field if it does not already appear in the form.

3. Select the expiration date.

4. Click Apply or OK.

When the expiration date has passed, users assigned to the company can no longer log in to SysAid.

To allow those users to log in again, enter a future expiration date or remove the expiration date.

Add a company logo

You can upload a company-specific logo for the Self-Service Portal.

To add a company logo:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. In the General Details tab, add the Logo field if it does not already appear in the form.

4. Upload the company logo.

5. Click Apply or OK.

The logo is displayed to End Users from this company when they access the Self-Service Portal.

Please note:
The maximum supported resolution for the logo size is 240 x 63.

Set a Self-Service Portal banner

You can assign a banner to a company so users from that company see a specific banner in the Self-Service Portal.

To set a company banner:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. In the General Details tab, select the relevant banner.

4. Click Preview Banner to review how it will appear.

5. Click Apply or OK.

Set a Self-Service Portal theme

You can assign a theme to a company so users from that company see a specific Self-Service Portal theme.

To set a company theme:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. In the General Details tab, select the relevant theme.

4. Click Preview Theme to review how it will appear.

5. Click Apply or OK.

Manage company categories

Use company categories to control which categories are available to End Users from a specific company in the Self-Service Portal.

To add categories for a company:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. Select the Categories tab.

4. Select the relevant category, sub-category, and third-level category.

5. Click Add.

6. Repeat until all relevant categories are added.

7. Select Display selected categories.

8. Click Apply or OK.

To remove a category from the company, click Delete for the relevant category.

To make all categories available to the company, select Display All Categories, then click Apply or OK.

Link related items

You can link a company to related SysAid items from the Related Items tab.

To add related items:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. Select the Related Items tab.

4. From the Add a new link, of type list, select the item type.

5. Select the dependency type.

6. Click Add.

7. Select one or more items.

8. Click Select.

To remove related items:

1. Go to Settings > Administration > User Management > Companies.

2. Open the company profile.

3. Select the Related Items tab.

4. Select one or more linked items.

5. Click Delete from the bottom menu.

Customize the company profile layout

You can customize the company profile layout to control which fields appear in the company form.

To customize the layout:

1. Go to Settings > Administration > User Management > Companies.
   Open a company profile.

2. Click Modify Layout.

3. Add, remove, or rearrange the relevant fields.

4. Save your changes.

Print company details

To print a company profile:

1. Open the company profile.

2. Click Print.

Bulk actions

You can select one or more companies and perform the following actions:

Delete companies

You can delete one or more companies from the Companies list.

To delete companies:

1. Go to Settings > Administration > User Management > Companies.

2. Select one or more companies.

3. Click Delete from the bottom menu.

4. Confirm the deletion.

Export companies

You can export the Companies list to Excel or PDF.

To export companies:

1. Go to Settings > Administration > User Management > Companies.

2. Select one or more companies.

3. Select one of the following options from the bottom menu:

   • Export to Excel: Exports the list to a .csv file.

   • Export to PDF: Exports the list to a .pdf file.

Apply a banner to multiple companies

You can apply the same Self-Service Portal banner to multiple companies from the Companies list.

To apply a banner to multiple companies:

1. Go to Settings > Administration > User Management > Companies.

2. Select one or more companies.

3. Select Banner from the bottom menu.

4. Select the banner.

5. Click Set.

Apply a theme to multiple companies

You can apply the same Self-Service Portal theme to multiple companies from the Companies list.

To apply a theme to multiple companies:

1. Go to Settings > Administration > User Management > Companies.

2. Select one or more companies.

3. Select Theme from the bottom menu.

4. Select the theme.

5. Click Set.