# Company and User Management

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

# 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.

# Create a Company

Open the company creation screen

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

Enter company details

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

Save

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

Log back in

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

Note

Once a company is created, it will appear in the navigation bar on the left-hand side.

# Update Company Information

Open Settings

Edit your details

Click Edit and update any fields that need correction.

Save

Click Save to apply your changes.

Note

Company information can be updated or changed at any time. You can also add additional companies to your profile by selecting the company dropdown on the left-hand side, or using the button in the upper-right corner.

# Add Users to a Company

Open the Users tab

Invite a user

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

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.

User	Access	Limitations
Reader	Can view/access portal (subscriptions/products).	Cannot make changes or modifications.
Writer	Can view/access portal (subscriptions/products).	Modifies subscriptions/products; no user/system management.
Admin	Full control (users, roles, company, products).	No exceptions.

Note

The new user will need to Create an Account. Afterwards, the portal and its respective products and applications will be accessible.

# Edit Your Profile

Open Settings

Update your details

Edit any fields that need correction, then click Save.

# Notes

tip Need help?

If you experience any issues or need assistance, please contact support.

# See also

Create an Account

../create-an-account/

Buy a Subscription

../buy-a-subscription/

Getting Started

../

getting started company users