View and Edit Company Records:-

Click on Management on the top navigation bar.
Click on Companies on the lower navigation bar.

This section allows pu to track which company is used to submit business. The table below displays all active companies and each company record stores information relating to branches and staff associated to the company record.

Note

Each SENRO Subscriber can manage data for 'Multiple Companies' by user the company configuration.

Companies are associated to branches under 'Branch Ownership' , where the percentage ownership can be equally divided between all companies or associated to selected companies.

Create a new Company

To create a new company record, click the ADD button to be taken to the screen below.

Operational Details tab

You can store information on the companies operational details such as Insurance Policies, Membership Details, Licence Details and Agreement Details. This is optional and purely for data capture and storage purposes.

From the previous screen, click 'Edit' or 'Add' to enter the details for Insurance Policies,

Membership Details, Licence Details and Agreement Details.

Add / Edit Insurance Policy

Add / Edit Membership Details

Note

Refer to the user guides on Company Details and Company Branches for more information.

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