Documentation > Companies
note: If you are only running a single Business/Company with this UCM installation then you can ignore the Company feature all together.
The Company feature is useful if you are managing two or more Businesses/Companies with the single UCM installation.
This feature was created for three main reasons:
- A simple way to group customers together (for those people who run multiple companies but like to see all that information in one place).
- A way to have different invoice templates and paypal payment details for different companies that you manage ( Instructions here )
- A way to separate information between companies (so company1 cannot see any of company2's customers) ( click below for details )
You can also restrict access to each company, so a staff member assigned to one company cannot see some information in the another company. To set this up follow these instructions:
- Go to Settings > Company and add your multiple companies (e.g. Company1 and Company2)
- Go to Settings > User Roles and create a new role. Call it "Reseller" and choose "Reseller" from the load defaults drop down, press save.
- Go to Settings > Users and create a new user called "Company1" and give it the "Reseller" role , choose a password, choose "Company1" from the "Assigned Company" area and set "Staff Member" to "Yes", press save.
- (repeat the process for the second company user)
- Go to Settings > Users and create a new user called "Company2" and give it the "Reseller" role , choose a password, choose "Company2" from the "Assigned Company" area and set "Staff Member" to "Yes", press save.
- You should now have 3 accounts in the system. The main super admin account (that you are currently logged into) and two company/reseller accounts.
- Open up a different web browser (e.g. Google Chrome or Firefox) and login to UCM as the new Company1 user.
- You should now have two web browsers open, one for the super admin and one for the Company1 user.
- You can test the features in Customer1 browser and adjust the User Role permissions in the other browser as necessary.
Note: some data will be shared between companies: (this could be good or bad, depending on your business setup - the only REAL way to get totally separate information is to have totally separate installations of UCM)
- Customer Groups (if Company1 creates a group called "Sales" then this group will be available for selection to Company2). Solution: disable access to the group feature from User Roles.
- Customer Subscriptions (if Company1 creates a subscription called "Monthy Hosting for $10" then Company2 will see this). Solution: disable access to the subscription feature in User Roles.
- If a Website, Job, Invoice, File or Calendar entry is created by Company1 without selecting a "Customer" then that entry will not be available - it will simply dissapear from view (and the super admin will have to login and correctly assign that newly created item to the correct customer). To get around this, never user the "Main" menu when creating items, always open the Customer first (e.g. Customers > Bob > Jobs > Add New )
To setup custom configuration variables and templates per company, try these instructions from the FAQ: Instructions here