Adding and Editing Companies

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{Ellery Curran}
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Adding Companies 

  1. To add a company, click the blue Add Company button in the top right corner of the page.

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  1.  At the top of the screen, select whether you are adding a Tenant or Vendor company

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  1. Enter company information and select the blue Create company button at the bottom of the page

Tenant Add screen:

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Vendor:

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Please note: For customers integrating with MyCOI, addresses must be filled out for tenants and vendors.

Editing Companies 

  1. To edit a company, click the View button.

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  1. Within the company’s page you can edit address, contact info, insurance, billing, contracts, certificates, SLAS, and files.

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You can deactivate a company by clicking the Action button. 

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