Managing a company

What you need to know

The record

From All companies, press Manage on a company to view its details, setup status and assigned administrators.

Editing details

Owners and administrators assigned to this company can select Record → Edit company details. Only the name is required. Country and address are optional; legal and Arabic names, registration number, region and tax information are under Advanced details — optional. Save changes or Cancel.

Concurrent changes

If someone else saves first, cancel and reload before editing again. The company web address, public ID and training records do not change when you rename it.

Signed policies

A signed Training Policy keeps its original company details, signer and date. A later profile edit cannot rewrite the signed document. Existing historical signatures are preserved without a new signing event.

Billing

Company registration and tax details are separate from account billing and do not change checkout tax treatment.

Taking data out

The Data tab downloads attendees, enrolments, certificates, assessments and activity as spreadsheets. The owner can also request a full archive.

Removing a company

At the foot of Record. Only an owner can suspend a company; its records are retained.

If setup stalls

Use Try setup again on the company record as the owner. Existing details are retained.

Attendance signature setting

Owners and assigned administrators can change Require learner attendance signatures under Record → Edit company details. Changes apply only to enrolments first created afterward. Existing enrolments, including those awaiting payment, retain their original requirement. Inspector previews and demos never collect attendance signatures. There is no per-course override.