Viewing or Changing an Existing Company

Workflow Manager 2014

You may view the details of any company listed on the Company/Business Unit Administration page. The details you see will vary depending on whether you are viewing one of the two default roles, and whether you are looking at a workflow administrator or consumer company.

To view or update an existing company:

1. In the navigation bar, open the Administration group and click Companies in the Workflow Settings subgroup. The Company/Business Unit Administration page appears.
2. Locate the company that you want to work with. For details about sorting or filtering the company list, see Using List Features.
3. Click the Select hyperlink to the left of your chosen company. The Company/Business Unit Details page opens.
4. View or update the company details as required. See Company/Business Unit Details Page for more information.
5. Do one of the following:
Click Update to save your changes and return to the Company/Business Unit Administration page.
Click Cancel to close the Company/Business Unit Details page without applying your changes.

See Also