Company Management

Overview

Company Management defines the operational boundaries of the system. Every user action, role permission, and available module is evaluated within the context of a company.

This module is designed around a progressive configuration flow: a company is first created with standard information, and only after that are advanced options such as module assignment and branch management enabled.

Companies List

The main Companies screen displays a table with all registered companies. Each row represents a company and includes standard identification and status information.

Typical fields include:

• Name
• Tax identifier (NIT)
• Contact information
• Status (active / inactive)
• Actions

This list serves as the starting point for all company-related configuration.

Reference Screenshot

Creating a Company

Creating a company is the first required step before any further configuration can be applied.

Required information

When creating a company, you must provide basic identification data, such as:

• Company name
• Tax or identification number (NIT)
• Contact email
• Phone number
• Address

Once saved, the company becomes available in the system and additional configuration options are unlocked.

Recommended practice

• Use clear, official company names
• Ensure contact information is accurate, as it may be reused across modules

Reference Screenshot

Company Options

After a company is created, an Options panel becomes available. This panel acts as a gateway to advanced company-level configuration.

From this panel, administrators can access:

• Module assignment
• Branch (Sucursal) management

This separation helps prevent incomplete configuration and ensures that only valid companies can receive modules or branches.

Reference Screenshot

Assigning Modules to a Company

Modules determine which system features are available to a company.

How module assignment works

• Modules are presented as a checklist
• Only selected modules will be accessible to the company
• Unselected modules are completely hidden from users within that company

Changes take effect immediately after saving.

Important Module assignment defines feature availability, not user permissions.A module must be enabled at the company level and permitted at the role level to be accessible.

Reference Screenshot

Managing Branches (Sucursales)

Branches allow companies to be subdivided into operational units.

Branch management behavior

• Branches are managed through a simple CRUD interface
• Each branch requires only a name
• Branches are always linked to a specific company

This structure is useful for organizations with multiple locations or internal divisions.

Common use cases

• Regional offices
• Departments
• Physical store locations

Reference Screenshot

Editing and Deleting Companies

Edit company

Use this option to update company information or adjust configuration over time.

Delete company

Deleting a company removes its configuration from the system. This action may impact users, roles, and data associated with that company.

Recommended practice

• Avoid deleting companies that have active users or historical data
• Consider deactivating instead of deleting when available

Common Scenarios

• Create a new company and enable only required modules
• Restrict system access by disabling unused modules
• Organize a company into branches for operational clarity
• Review company configuration during audits or onboarding

Relationship to Other Modules

Company Management defines where the system operates.

• Users operate within a company
• Roles apply permissions inside the company
• Modules define which features exist for that company

All three must align for access to be granted.