Company Management

Depending on the rights granted to you by the administrators, you can edit various information and make settings in the company administration. Please contact your designated administrator for further information on this.

If you have created a new company, you are set as an administrator by default and therefore have full access. 

The following explanations are based on an administrator account with full access rights.

1. After logging in to Prospeum, click on the gear icon in the navigation bar.

2. You will now see the navigation for Company Management on the left side.
   2. Company Information
   3. Users and Roles (Has its own article)
   4. Documents
   5. Certificates
   6. Sites and Facilities
   7. References

Company Information

In this tab, you will find all the basic master data for your company. If you wish to modify these:

1. Hover your mouse over the corresponding field and then click on the pencil icon to begin editing.
2. Once you have completed the editing, please select "Save."

3. To insert or modify social media links, please click on the respective social media icon. 

4. Under the Visibility field, you can set whether your company can be found on Prospeum. If you do not wish for this, please select "Private Profile." You can change this setting at any time.

Documents

In this tab, you can add documents to your public profile that can be viewed by other users. These could be, for example, company presentations or product/service catalogs.

Creating a New Document

1. Click on the "New Document" button located at the top right.

2. Then enter the necessary information, upload the document, and decide if it can be publicly viewed on the profile.
3. Finally, select "Save."

Editing/Deleting a Document

1. If you want to edit or delete a document, hover your mouse over the existing document in the list.
2. Then, select either the trash can symbol to delete or the pencil symbol to edit.

Certificates

In this tab, you can add certificates to your profile that can be viewed by other users. These could be, for instance, ISO certifications.

Creating a New Certificate

1. Click on the "New Certification" button located at the top right.

2. Then enter the necessary information, upload the certificate, and decide if it can be publicly viewed on the profile.
3. Finally, select "Save."

 Editing/Deleting a Certificate

1. If you want to edit or delete a certificate, hover your mouse over the existing certificate in the list.
2. Then, select either the trash can symbol to delete or the pencil symbol to edit.

Sites and Facilities

 In this tab, you can manage your company's branches.

Creating a New Location

1. Select the "New Location" button located at the top right.
2. Then enter the necessary information and choose whether it's the main headquarters (each company can have only one main headquarters).
3. Finally, select "Save."

Editing/Deleting a Location

1. If you want to edit a branch, hover your mouse over the existing certificate in the list.
2. Then, select either the trash can symbol to delete or the pencil symbol to edit.

References

In this tab, you can add references to your public profile, which can then be viewed by other users. Use this as an opportunity to build trust and interest by showcasing exciting cases.

Creating a New Reference

1. Click on the "Add Reference" button located at the top right.
2. Please provide a name, description, and customer details for your reference. Additionally, you are required to upload a representative file. You have the option to choose whether this reference should be accessible on the public profile. Please indicate your preference by checking the appropriate box.

3. After filling in the required fields, click on 'Save' to proceed.

Editing/Deleting a Reference

1. Navigate to the last column labeled 'Actions' in the reference table, where you will find icons for editing or deleting the reference.
2. By clicking on the pencil icon, you can edit the reference. A sidebar will appear where you can make the necessary changes. After finishing your edit, click on Save.
3. By clicking on the trash can icon, you can delete a reference. After clicking here, a window will appear to confirm your choice.