Skip to main content

​
Overview

The Companies area is where you manage the organizations you work with, separate from the individual assessments run against them. One company can have multiple assessments over time; Companies is the single list that keeps them organized.

​
The companies list

Each row represents a client company and shows:
  • Status of the company
  • Company name and domain
  • Industry and Category
  • Anti-Virus in use
  • Number of assessments
  • Created date
Use the filter bar at the top to narrow the list down (for example, by status or category).

​
Managing a company

From a company’s row action menu you can:
  • Edit company details inline (industry, category, and other attributes).
  • View assessments for that company.
  • Delete the company when it is no longer needed.
Keeping company details accurate (industry, category, anti-virus) improves reporting and makes it easier to group and filter your client base as it grows.