Grid Fields

Company ID

The Company identifier.

Company Code

The Company Code.

Company Name

The Company Name.

Company Type

Indicates if company is a Live, Demo or Test company.

User Exists

Shows whether the user exists in the Company:

• Unknown - The check has not been performed. Click the Check User Matches button to check.
• Active - The users exists in the company.
• Inactive - The users exists in the company but is inactive.
• None - The user does not exist in the company.

Password Matches

Shows whether the System User's password matches their password in the Company:

• Unknown - The check has not been performed. Click the Check User Matches button to check.
• Matches - The System User's password matches their password in the company.
• Differs - The System User's password is different to their password in the company.
• Invalid - The System User's password is shorter than the minimum password length in the company.
• None - The user does not exist in the company.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Select to add new Companies or a Separator line.

Move up (Shift+Up) Move down (Shift+Down)

Move the line up or down.

If Sync Accredo User Company Ordering is selected in System Settings, this will be unavailable for the Accredo User.

Delete (F3)

Delete the selected Company from the List.

Sort (Ctrl+F2)

Select the sort criteria in Sort - Companies.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Sync Users (Alt+S)

Synchronise the user with the companies. If the User does not exist in a company, creates a Company User with matching User Code and no permissions. The passwords will be synchronised.

Check User Matches

Check if the user exists in the companies and if the password matches, and update these fields in the grid.

Set Default Company

Select a company to be the default company for the customer. Default Company is displayed in Bold. When the user logs in, they will be automatically logged into this Company.