SendAuth Documentation

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Companies

Manage company information and user associations for organizational structure

Companies in SendAuth provide a way to store normalized organizational information and associate it with users. They serve as a simple but effective method for grouping users by their company affiliation and maintaining consistent company data across your organization.

Overview

Companies are standalone entities that can be associated with users to provide organizational context. They help maintain data consistency by normalizing company names and information, preventing duplicate or inconsistent company entries across user records.

Companies are purely for organizational and data normalization purposes. They don’t affect user permissions, authentication, or access controls within SendAuth.

Managing Companies

Viewing Companies

  1. Navigate to Companies in the main navigation
  2. Browse the list of all companies in your organization
  3. Use the search box to find specific companies by name
  4. Companies are displayed with creation dates and user counts

Adding Companies

  1. Go to the Companies page
  2. Click Add Company
  3. Enter the company name
  4. Click Create Company

Company Name Guidelines

  • Length: 2-100 characters
  • Characters: Printable ASCII characters only
  • Uniqueness: Company names must be unique within your organization
  • Best Practices: Use official company names for consistency

Editing Companies

  1. Find the company in the companies list
  2. Click the Edit button next to the company
  3. Update the company name
  4. Click Save Changes

Deleting Companies

  1. Locate the company to delete
  2. Click the Delete button
  3. Confirm the deletion
When you delete a company, it’s automatically removed from all users who were associated with it. This action cannot be undone.

User-Company Association

Assigning Companies to Users

When creating or editing users:

  1. Go to Users and select a user (or create a new one)
  2. In the user form, find the Company field
  3. Either:
    • Select existing company: Choose from the typeahead of existing companies
    • Create new company: Type a new company name to create it automatically
  4. Save the user

Company Auto-Creation

  • If you enter a company name that doesn’t exist when editing a user, SendAuth will automatically create the company
  • This ensures data consistency and prevents typos from creating multiple similar company entries

Removing Company Association

To remove a user’s company association:

  1. Edit the user
  2. Clear the company field
  3. Save the user

Search and Filtering

On the Companies page:

  • Use the search box to find companies by name
  • Search supports partial matches
  • Results update in real-time as you type

User Search by Company

On the Users page:

  • Search for users by company name in the main search box
  • Filter users to show only those from specific companies
  • Use company names in user queries to find all employees from particular organizations

Use Cases

Data Consistency

  • Prevent duplicates: Avoid multiple entries for the same company (e.g., “Acme Corp”, “Acme Corporation”, “ACME”)
  • Standardized names: Maintain consistent company naming across all user records
  • Easy updates: Change a company name once and update all associated users automatically

Best Practices

Naming Conventions

  1. Use official names: Use the official, legal company name when possible
  2. Consistent format: Establish naming conventions (e.g., whether to include “Inc.”, “LLC”, etc.)
  3. Avoid abbreviations: Use full company names unless the abbreviation is the official name
  4. Regular review: Periodically review and consolidate similar company entries