Setting up a Company

Setting up a Company

As we have seen previously, the SizerPro tool is divided into three parts (menu):

1. Campaigns

2. Companies

3. Roles (for an administrator)

We will now focus on the creation of Companies, i.e. your Customers benefiting from your Campaigns.

Here is the process of creating a company :

• Click on the "Companies" tab, then at the top on "Add a company"

• Click on the "Companies" tab, then at the top on "Add a company"

The "Add a company" window opens. You must now fill in the following information :

• Name of the company

• Identifier

• Description

Then, once this information has been entered, click on "OK".

Once the company is created, it is automatically added to the main page of the "Companies" menu.

Adding employees

Now that you have created the company, you must now add the employees attached to it.

Here is the process of employee creation :

There are 2 different ways to add employees to a company: either manually for each employee or by automatically importing them through an external file.

For the manual creation of each employee:

• Click on the "Employees" tab

• Then click on "Add an employee" in the center of the page

Here, a "New employee" window opens, you can:

• Add employee Name

• Add employee First name

• Add employee Email

• Add employee ID (if you don't know it, click on "Generate")

Once all this information has been entered, click on "OK"

Visualization of your employees

All created employees are displayed on the "Employees" main page.

Here you can :

• Delete en employee

• Modify an employee

Congratulations! You have just created a company and its associated employees.