Navigation:  Admin > Company Functions > Company Data

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This area allows the user to add details about the company, which will allow management of the access/security of staff at each office.  It is necessary to have at least one Primary Company here.   Multiple companies may be added.    the user can control the level of access that each Company has across the entire Organisation.   For different companies to have different levels of access, then each company must have its own line entry.

 

 

To add a new Company, click .  A new row will open beneath the existing ones. You will need to fill in information in each of the columns.

 

•Primary -  only one Primary Company is possible and this is the Company that purchased UnderwriterCENTRAL™

•Name - Type in the name of the Company

•Company Since - When was the Company established

•AFS Licence Number - enter the licence number here

•Authorised Representative Number - To enter multiple Authorised Representatives,  it will be necessary to set each of them up as a new Company.

•ACN - Enter the ACN in this field

•ABN - Enter the ABN in this field

•Reference Number - if the company does not have an ACN or ABN, or has an additional reference number, enter it here

•Bank Name - Enter Companies Bank here

•Branch Number - Enter the BSB number here

•Branch Name - Enter the Branch name here

•Account Number - Enter the Account Number here

•Spotter Only - tick this field if this person/company acts as a spotter for you.   Select them from the Managing Entity field on the Client Screen and they will be flagged as a Spotter.  Assign commission rates to pay the Spotter.

•Account Name - Enter the name of the Account here

•Export - Click on if you wish to export the Company Data list

                                                                         

Remember to click to save all your data.