Accredo > File > System > Companies
Accredo > File > Open Company List >
Edit (F11)
You can re-order the list and select which fields are shown. You can also create new companies or add modules to existing companies.
To edit a Company name, type directly in the Company Name field. Changes are automatically saved when you move out of the field.
This is not available when logged into a Company.
Company Code |
Company Code. |
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Company Name |
The name of the company. |
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Company Path |
Location of the company files. |
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Company Type |
The type of company, either Live, Test or Demo. Test and Demo companies have a watermark which will be printed over documents. |
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Backup Path |
Select a Company Backup Path. |
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User Limit |
Optional, the maximum number of users for the company. This cannot be more than the System Win Sessions plus Web Sessions. |
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Win Limit |
Available when Single Sign On is enabled. Optional, the maximum number of windows users for the company. This cannot be more than the System Win Sessions. |
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Web Limit |
Available when Single Sign On is enabled. Optional, the maximum number of web users for the company. This cannot be more than the System Web Sessions. |
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Com Limit |
Optional, the maximum number of COM users for the company. This cannot be more than the System COM Sessions. |
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Pool |
Optional, companies may be grouped in pools (specified as an integer) to share allocated Users. |
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Toolbar |
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Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
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Edit Company Modules and Users |
Opens Company Modules, you can view, add, edit and delete modules for the Company, and select Users for the company. |
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Create new Company |
Opens the Company Modules window, allowing you to create a new company. |
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Insert Record |
Insert a line, type the name and path of an existing Company. The Company and associated data files must have been created first. |
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Move |
Select a Company and move it higher or lower on the list. |
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Delete Record |
Select and delete a Company from the list. This does not delete data files; it only removes the Company from the Select Company menu. |
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Sort list |
Select a field to sort the Company List by. The list will be sorted in ascending order. |
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Customise Fields |
Opens Customise Fields, you can customise the fields visible in the grid. |
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Refresh list |
Reloads changes other users may have made. |
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Update Company Code |
Updates the Company Code in the Company Menu with the Company Code set in Company Details. |
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Validate company modules |
Deletes data files for modules not installed for the Company. |
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Rekey Company |
Company data sets have a signature key to prevent accessing files from another dataset by copying or restoring into a company. Complete data sets can be rekeyed to make them uniquely keyed. E.g. where a new company is based on a backup from another company or a template company. Data sets containing mixed signature keys can be rekeyed on application with authorisation via an unlock code obtained from Accredo. |
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