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.
To access the company administration, click on the gear icon in the navigation bar.
You will now see the navigation for company administration on the left side.
The following section examines information editing in detail. For user and role management, we have created a separate article for the sake of clarity, which you can view here.
Company Information
In this tab, you will find all the basic master data for your company. If you wish to modify these, hover your mouse over the corresponding field and then click on the pencil icon to begin editing.
Once you have completed the editing, please select "Save."
To insert or modify social media links, please click on the respective social media icon.
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.
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
To create a reference, select "New Reference" in the action bar.
Then, provide a name and a brief teaser description. Mentioning the client is optional. Additionally, you need to upload a representative image. You can choose whether this reference should be accessible on the public profile. Check the box as needed.
Now click "Save." On the left side, the full editor mode will open, where you can add a detailed description of the reference. Save your input by selecting the "Save" button in the action bar.
Editing/Deleting a Reference
If you want to edit or delete a reference, hover your mouse over the existing reference in the list.
Then, select either the trash can symbol to delete or the pencil symbol to edit.
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
To create a new document, choose "Add Document" in the action bar.
Then enter the necessary information, upload the document, and decide if it can be publicly viewed on the profile.
Finally, select "Save."
Editing/Deleting a Document
If you want to edit or delete a document, hover your mouse over the existing document in the list.
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
To create a new certificate, choose "New Certification" in the action bar.
Then enter the necessary information, upload the certificate, and decide if it can be publicly viewed on the profile.
Finally, select "Save."
Editing/Deleting a Certificate
If you want to edit or delete a certificate, hover your mouse over the existing certificate in the list.
Then, select either the trash can symbol to delete or the pencil symbol to edit.
Branches
Creating a New Branch
In this tab, you can manage your company's branches.
To create a new branch, select "New Location" in the action bar.
Then enter the necessary information and choose whether it's the main headquarters (each company can have only one main headquarters).
Finally, select "Save."
Editing a Branch
If you want to edit a branch, hover your mouse over the existing certificate in the list.
Then, select the pencil symbol to edit.
Departments
In this tab, you can set up your company's departments. Departments can be both business units and individual factories or similar. This is particularly important if you want to register with customers as a supplier with the correct address details.
Before creating departments, the corresponding locations of the departments must be set up in the branches.
Creating a New Department
To create a new department, select "New Department" in the action bar.
Then enter the necessary information and choose the corresponding location from the list.
Finally, select "Create."
Editing/Deleting a Department
If you want to edit or delete a department, hover your mouse over the existing department in the list.
Then, select either the trash can symbol to delete or the pencil symbol to edit.
Products and Services
In this tab, you can add and edit your company's product and service portfolio to your company profile.
The creation and editing process is the same in both cases, so it will be described generically below.
Please note, if you offer a specific, product-related service (e.g., maintenance/customization of specific software/machinery, etc.), please enter this in the "Product" category and choose "You are a service provider for this product" during creation.
Creating a New Service/Product
To create a new service/product, select "Add Service/Product" in the action bar.
Then enter the necessary information.
Finally, select "Create."
Editing/Deleting a Service/Product
If you want to edit or delete a service/product, hover your mouse over the existing service/product in the list.
Then, select either the trash can symbol to delete or the pencil symbol to edit.