Skip to main content

My Companies

Q1. What is the purpose of the "My Companies" section?​

Purpose of the “My Companies” section: Here, you can save and manage your company details such as name, office, and registration information. These records help maintain company profiles for operations, compliance, and invoicing.

Q2. How do I add a new company to the list?​

To add a company:
Step 1: Go to main menu -> Go to masters -> My companies -> click “+” sign
Step 2: Enter the mandatory details — Brand Name, Full Name, and Office Address.
Step 3: Optionally, fill in additional details such as Tax ID / GST ID, PAN, TAN, and CIN.
Step 4: Click Save to create the company record.
Step 5: Once saved, the new company profile will be listed under My Companies

Q3. What information is mandatory when creating a new company record?​

The mandatory information required while creating a company record is the Brand Name, Full Name, and Office details.

Q4. Is there a validation for duplicate company names?​

Currently, there is no validation for duplicate company names, so the same name can be saved multiple times.

Q5. How do I edit an existing company name?​

To edit an existing company name:
Step 1: Go to the Main Menu -> Go to masters -> My companies
Step 2: Locate the company you wish to edit.
Step 3: Click on the pencil icon (next to the dustbin icon).
Step 4: Update the company name or other details as needed.
Step 5: Click Save to apply the changes

Q6. If I rename a company, will it affect existing offices, bookings, or vehicles tied to it?​

No, renaming a company will not affect any existing offices, bookings, or vehicles linked to it. Only the company name will be updated.

Q7. Are there any audit logs or history for changes made to a company record?​

Yes, there are audit logs/history available for changes made to a company record.

To view audit logs or history for a company record:
Step 1: Go to Main Menu ➝ Go to Masters ➝ Click on My Companies.
Step 2: Choose the company for which you want to see the changes.
Step 3: Click on the pencil icon to open the company details.
Step 4: In the bottom-right corner, next to the delete icon, click on Audit Log.
Step 5: Here you can view the complete history of changes made to the company record.

Q8. What happens if I delete a company?​

  • The company record is permanently deleted and cannot be recovered.
  • Any offices, bookings, or vehicles linked to it will remain, but they will no longer have the company associated.
  • While making a booking, in the “Serving Company” section, that deleted company will not appear in the list anymore.

Q9. Can I search company names?​

To search for a company:
Step 1: Go to Main Menu ➝ Go to Masters ➝ Click on My Companies.
Step 2: On the top right, click on the Search icon (next to the plus icon).
Step 3: Enter your search keyword — you can search by Brand Name, Full Name, Company Currency, or Company Timezone.
Step 4: The matching company records will be displayed.

Q10. What does the gear icon in the bottom right do?​

Purpose of the Gear Icon (Bottom Right):
Step 1: Click on the Gear icon in the bottom-right corner.
Step 2: A settings panel will open with two columns — Visible Fields and Hidden Fields.
Step 3: Move fields between the columns to decide which ones should be shown or hidden. You can also change the order of the fields as per your preference.
Step 4: Click Save to apply your changes.

Q11. Who can add/edit/delete companies?​

Only Admin users have the permissions to add, edit, or delete company records. Other user roles do not have access to perform these actions.

Q12. Can I assign an admin per company for management?​

Currently, the system does not allow assigning an admin specific to a single company. The admin role is global, which means that once a user is an admin, they can manage all companies within the system, not just one.

Q13. How can I add more columns in the list page?​

Currently, you cannot add or configure extra columns in the list page from the console. This type of change can only be done by the developer team at the backend.

Q14. How can I hide some columns in the list page?​

How to Hide Columns in the List Page:
Step 1: Go to the Main Menu and click on Masters.
Step 2: Select My Companies.
Step 3: Click on the Gear icon at the bottom-right corner.
Step 4: A settings panel will open with two sections: Visible Fields and Hidden Fields.
Step 5: To hide a column, drag it from Visible Fields to Hidden Fields.
Step 6: Click Save to apply your changes.

Q15. How can I rearrange the column sequence in the grid page?​

How to Rearrange the Column Sequence in the Grid Page:
Step 1: Go to the Main Menu and click on Masters.
Step 2: Select My Companies.
Step 3: Click on the Gear icon at the bottom-right corner.
Step 4: A settings panel will open with two sections: Visible Fields and Hidden Fields.
Step 5: To rearrange the sequence, simply drag and drop the fields within the Visible Fields section.
Step 6: The column placed at the top will appear first in the list, followed by the others in the order you set.
Step 7: Click Save to apply your changes.