Create a Company

Depending on your role in WorkBook, you can add Companies to your WorkBook system in Resources.

Note: To complete this task, you must have permission to add, delete, and modify resources.

To add a Company to WorkBook:

1. On the main toolbar, click Resources .
2. On the grid toolbar, click the grid options menu , then click Create New Resource > Company.
3. Use the fields and options in the Create New Company dialog box to define the settings for the Company.
4. Click OK.
   You can define more settings for the Company in the resource information card.