Adding, Editing, and Deleting Companies

A Iasta SmartSource subdomain uses sets of companies and their users to organize participants in the sourcing environment. Every user is created inside of a company.

You can organize and categorize companies however you like in hierarchical folders similar to Windows Explorer. You can create categories (folders) for companies such as Sponsors, Suppliers, and Other.

»To create a company

Select and expand the subdomain you want to work with in the Connections and Projects tree.
Click on the toolbar or select Administration > Companies and Users to open the Companies and Users window.

Right-click in the upper-right panel and select "New Company" or select Insert > New Company.

Enter information in the following fields to define your new company:

Company Name: Enter the company name as it will be displayed throughout the application.
Company Type: Indicate whether the company will sponsor projects or bid on projects. The company type dictates what kind of users can be created for the company, e.g. You cannot create bidder users in sponsor companies or system administrators in bidder companies.
Keywords: Enter any identifying words or special notes for the company. You can use the keywords you enter to find the company via Search.
Active: If you don't want users associated with this company to be able to access Iasta SmartSource, make the company inactive.

Click OK to add the new company.

»To edit a company

Click on the toolbar or Select Administration > Companies and Users to open the Companies and Users window.
Select the company you want to edit.
Click on the toolbar or right-click and select "Edit Properties" to open the Company Properties window.
Edit the available fields.
Click OK.

»To copy a company

Select the subdomain in the Connections and Projects tree.
Click on the toolbar to open the Companies and Users window.
Select the company you want to copy, right click and select "Copy" or click on the toolbar
Select the folder where you want to place the copied information in the Categories tree.
Right-click anywhere on the right side of the window and select "Paste" or click on the toolbar. The copied company appears in the selected folder.

»To delete a company

NOTE: You cannot delete a company that is attached to a project or a contract but you can edit them and make them inactive.

Click the Companies and Users button on the toolbar to open the Companies and Users window.
Select the company you want to delete and click on the toolbar and select "Delete from database". You can remove a company from a category folder by clicking the Delete button and selecting "Remove from Category".