Overview

The Overview button on the Companies page allows the user to get general information about the company.

The figure below shows an example of the button Overview to access the KenWave Solutions Inc company information.

Company Overview.
Company Overview button on the Companies page

After clicking on the button, the page will show an accordion with three sections:

  • Company Details

  • Company Users

  • Company Projects

Each section provides different types of information. The following content and figures depict each section.


Company Details

The Companies Details panel shows the following information:

  • Company Address

  • Manager

The figure below presents an example of an accordion for the KenWave Solutions Inc company information displaying the Company Details panel selected.

Company Overview Accordion.
Company accordion on the Companies page

On the Company Details panel is possible to edit the company data clicking on the button Edit at the bottom of the panel. This button has the same effect as the Edit button on the Companies page.


Company Users

The Company Users provides basic information about the registered users of the selected company:

  • User Name

  • User Role

  • User Email

In addition, the column Actions allows the following tasks on each user of the list:

  • Profile → access the user’s profile page.

  • Edit User → change the user’s data.

  • Email User → change the user’s e-mail.

  • Reset Password → allows the user to reset their password.

  • Enable/Disable User → toggle the user’s status.

The figure below shows an example of a Company Users panel for the KenWave Solutions Inc company.

Company Overview User panel.
Company User panel on the Companies Overview page

At the bottom of the panel is possible to add a new user clicking on the Add User button and filling the form.


Company Projects

The last panel of the companies Overview page is the Company Projects panel, which shows the following information about the company’s projects:

  • Project Name

  • Project Description

  • Project Status

In addition, the column Actions provides two buttons:

  • Project → sends the user directly to the Project Detail page.

  • Edit Project → sends te user to the Update Project page, where is possible to change the project’s data on the form.

Finally, at the bottom of the panel there is the button Create Project, which allows the user to go directly to the project creation page.

The figure below shows an example of a Company Projects panel for the KenWave Solutions Inc company.

Company Overview Projects panel.
Company Projects panel on the Companies Overview page

Another way to see the company’s project is by clicking on the button Projects at the Companies page.

Company page's Projects button.
Company page's Projects button

The button Projects drives the user to the Company Projects page, where an accordion lists the projects depending on their status, which can be the options below:

  • Archived

  • Active Recording

  • Analysis Pending

  • Analysis in Progress

  • Analysis Review

  • Analysis Published

  • Project Review

  • Project Draft

  • Project Issue

  • Active

  • Disabled

The figure below shows an example of accordion projects of a company.

Project's accordion page.
Project's accordion page

Clicking on each accordion title bar expand the status list, showing all the projects with that status.