Company Type and Status - Admin
Company Types
Company types must first be configured in Admin Settings before they can be applied to companies on Thread.
1. Click Admin Settings in the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. In the left side menu, click Company Types.
4. In the top grey pane, click Add.
5. A pop-up window will appear. Enter the name of the company type you want to add.
6. Click Save.
You can now add these types to newly created and existing companies on Thread.
If you need to rename a company type just select the one you want to rename and click Edit in the top grey pane, enter the new name and click Save.
If you need to delete a company type just select the one you want to remove and click Delete in the top grey pane. On the pop-up, click OK to confirm deletion.
Company Status
Company statuses must first be configured in Admin Settings before they can be applied to companies on Thread.
1. Click Admin Settings in the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. In the left side menu, click Company Status.
4. In the top grey pane, click Add.
5. A pop-up window will appear. Enter the name of the company type you want to add.
6. Click Save.
You can now add these statuses to newly created and existing companies on Thread.
If you need to edit a company status just select the one you want to rename and click Edit in the top grey pane, enter the new name and click Save.
If you need to delete a company status just select the one you want to remove and click Delete in the top grey pane. On the pop-up, click OK to confirm deletion.
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