Skip to main content

Company Manager

Use this guide to update company-level settings in Company Manager.

Sarah Murray avatar
Written by Sarah Murray
Updated over 2 weeks ago

Before you start

  • Access is permissions-based. You’ll need permission to update Company Manager.

Steps

  1. Open Company Manager

    • Click the cog icon (top-right) → select Company Manager.

  2. 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.

Did this answer your question?