Adding Companies
- To add a company, click the blue Add Company button in the top right corner of the page.
- At the top of the screen, select whether you are adding a Property Management, Tenant, or Vendor company
- Enter company information and select the blue Create Company button at the bottom of the page
Tenant Add screen:
Please note: For customers integrating with MyCOI, addresses must be filled out for tenants and vendors.
Editing Companies
- To edit a company, click the Company name
- Within the company’s page you can edit address, contact info, insurance, billing, contracts, certificates, SLAs, and files.
You can deactivate a company by clicking the Action button.