Assessment only - manually add companies

To add companies to use in the assessment module, you will either import companies via a csv file or manually add a company.

Manually add a company:

1. From the home screen, choose data manager under the Administration tab.

2. Choose "Add/Manage Companies"

screengrab of add/manage companies

3. Click the "Add New Company" button

screengrab of add new company button highlighted

4. Fill in the information in the modal

5. Click save

screengrab of the save button highlighted

To view assessment only companies, select the assessment only module from the top of the LCI navigation pane. 

 

 

 

You will now see the assessment only companies in the Company Picker list.