Manage companies, their information, and access permissions within the Portal CMS
What is the Companies Page?
The Companies page is your central hub for managing all companies within your Portal CMS system. This page allows you to view, add, edit, and organize company information, ensuring proper access control and data management.
Access to the Companies page is restricted based on user roles. Only Company Manager level and above can access this page, and users will only see companies they are assigned to based on their access permissions.
Key Companies Page Features
Add, edit, and delete company information with comprehensive data fields
Role-based access ensures users only see companies they're assigned to
Quickly find companies using search functionality and sorting options
Complete company profiles with logos, contact information, and templates
Manage multiple companies efficiently with batch operations
Track company performance and engagement metrics
Companies Page Components
Company List View
The main companies page displays all companies in a grid layout with key information:
- Company logo and name display:
- Grid layout for easy scanning:
- Quick access to company details:
- Visual company identification:
Add Company Functionality
The 'Add Company' button allows authorized users to create new company entries:
- Blue 'Add Company' button for primary action:
- Modal-based company creation form:
- Required field validation:
- Logo upload and management:
Search & Filter Options
Powerful search and filtering capabilities to manage large company lists:
- Search bar for company name filtering:
- Sort by options (Recently added First, Alphabetical, etc.):
- Real-time search results:
- Advanced filtering capabilities:
Company Information Fields
Company Information Fields
When editing a company, you can manage the following information:
Company name (required field)
Company physical address (required field)
Company contact phone number
Company logo image (required field)
Company template selection (Default, Custom, etc.)
Access Control & Permissions
Access Control & Permissions
Company access is controlled by user roles and assignments:
System Manager
Full access to all companies and management functions
- • View all companies
- • Add new companies
- • Edit any company
- • Delete companies
Company Manager
Access to assigned companies only
- • View assigned companies
- • Edit assigned companies
- • Limited company management
Center Manager
Access to companies within their centers
- • View center companies
- • Limited editing capabilities
Companies Management Best Practices
Company Data Management
- • Keep company information up-to-date and accurate
- • Use consistent naming conventions for company names
- • Upload high-quality logos for better visual identification
- • Regularly review and update company contact information
Access Control Best Practices
- • Assign appropriate access levels to users
- • Regularly audit company access permissions
- • Use role-based access to maintain security
- • Document company access requirements
Ready to Manage Companies?
Access the Portal CMS to start managing your company information and access controls.
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