Before you start
Access is permissions-based. You’ll need permission to update Company Manager.
Steps
Open Company Manager
Click the cog icon (top-right) → select Company Manager.
General settings
Company name: read-only (cannot be edited).
Administrative User: choose the primary admin from the dropdown.
Cancellation method: pick an option from the dropdown, then enter the cancellation phone number and email.
Address:
Edit individual Address Lines (use the inline edit icon), or
Clear the address and use Search address (Google-powered) to find a new one.
Other fields: update PMR system, Payment method, and Password reset interval (days).
3. Notes
Add General company notes.
Add notes for Mileage and Parking as needed.
4. Locum Billing
Enter the Billing email (for locum invoices/queries).
Enter the Billing address (the address invoices should bill to).
5. Rota
Set Week start day from the dropdown.
6. Save changes
Click Save (green button) at the bottom of the page.
Tips
Address accuracy: prefer the Search address option for cleaner, standardised addresses.
Security: review the password reset interval periodically (e.g., quarterly).
Billing email: use a shared mailbox to avoid missed invoices (e.g., billing@yourcompany.com).
Troubleshooting
Can’t edit Company name: This field is read-only by design.
User not in “Administrative User” list: Ensure the person has an active user account with the correct role.
Address search isn’t finding the site: Enter the address manually in the Address Lines fields.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.