# Company and User Management

Manage your company profile, invite users, and control access roles — all from the Phoeniqs portal Settings page.

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# Prerequisites

Before setting up your company, make sure you have completed the following:

• Create an Account — you must have an active Phoeniqs portal account before creating or joining a company.

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# Create a Company

# 1. Open the company creation screen

On the top left part of the screen, click Create company.

# 2. Enter company details

In the Company name field, type your company name. Fill in the remaining required fields.

# 3. Save

Click Save. A pop-up will notify you that you will be logged out and must log back in.

# 4. Log back in

Log back in with the account you would like to use.

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# Update Company Information

# 1. Open Settings

Log in and click Settings in the left nav. Select the Company tab.

# 2. Edit your details

Click Edit and update any fields that need correction.

# 3. Save

Click Save to apply your changes.

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# Add Users to a Company

# 1. Open the Users tab

Log in and click Settings in the left nav. Select the Users tab.

# 2. Invite a user

Click Invite user. In the Company name, First name, Last name, and Email fields, enter the appropriate information.

# 3. Assign a role

In the Role section, select one or more roles for the user. Once the invitation is successful, a summary of the invited user is shown and the new user receives an invitation email.

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# Edit Your Profile

# 1. Open Settings

Log in and click Settings in the left nav. The Profile tab will be displayed.

# 2. Update your details

Edit any fields that need correction, then click Save.

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# Notes

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# See also