Settings - System - Companies and Services (Service Operators Only)


The overall end-to-end process for setting up a new company in order is:

  1. Create a new company (Service Operators only)
  2. Add users for the company (Service Operators only for first user)
  3. Setup one or more Stations/Authorities for the company
  4. Add Areas of Interest for each Station/Authority created via Authority Viewer
  5. Add Subscriptions for the Stations/Authorities

Now the new company is ready to:

  • Login and view/amend their own details
  • Receive and respond to ticket notifications
  • Create and edit Stations/Authorities and Subscriptions if the user has admin rights

 

Adding a New Company

When someone calls for the first time to setup their company to use Damage Prevention Portal, you will need to do all this for them. To setup a company, click on Settings at the bottom of the menu on the left-hand side of the screen. This will bring up the following screen with a default view on the System option and the Companies tab:

As an operator, you can see tabs at the top labelled:

  • Companies (all Damage Prevention Portal companies in your region)
  • Services (PelicanCorp Services available)
  • Company Details (your company details)
  • Internal Users (users for your company).

Companies logging in as users will only be able to see Company Details and Internal Users tabs. See Different User Types for a brief description on what is available for each type of user login.

Companies

The default Companies tab lists all the companies signed up to Damage Prevention Portal within your region. This means it will include any company that is registered with OneCallAccess and/or Authority Viewer, etc.

You can search for a company by name in the search bar at the top of the screen, or by scrolling through the list.

To create a Company, click the New Company button:

This will open-up a form for you to fill in to create the company within the Damage Prevention Portal database.

Note: This does NOT create a station/authority or Utility ID, and it does NOT set up where notifications are sent. All this is done later in the process.

On the New Company form:

  1. Fill in the company details (if the company name is already in the system, an alert will appear stating this) including their billing term
  2. Select what memberships/products the company will need access to by turning these on.
    Note: This does not create a OneCall login for the company. The company can only access Damage Prevention Portal OneCallAccess functions, it cannot login to OneCallAccess from the contractors' side to lodge enquiries.
  3. Click Save & Continue.

This will automatically take you to the Internal Users (North America) or Company User (Australia and New Zealand) tab.

 

Adding a New User - Internal Users Tab

(in Australia and New Zealand this tab is called "Company Users")

After creating a new company, you will automatically be taken to the Internal Users (in Australia and New Zealand, this is know as "Company Users") tab to create users for this company who can login to Damage Prevention Portal:

Service operators need to create at least one user for the company so that someone can login. The service operator can continue to add other users or leave it for the one user who has admin rights to do the rest of the users for their own company.

Note: If you choose not to create any users at this point, no one from the new company will be able to login to Damage Prevention Portal. You can choose to create some users now or come back and do this later.

To add a new user, click the Add a new internal user button. A form will appear with the company name automatically pre-filled. Fill in the user's details. Note: An email will be sent to the user to setup their own password and username.

If you want the user to have administrative rights so that they can change the company details and setup other users, turn this function on for them.

Select what services/products that this user will have access to and then click the Save icon at the top right-hand corner of the screen. Please note that whilst you can switch on certain services for the user, their accessibility to these will depend on whether the same services are also switched on for their Company overall (e.g. you might switch on Authority Viewer for the user, but if their Company does not have Authority Viewer switched on, the user won’t be able to use it until the Company also has it turned on). This enables users to be set up beforehand to be ready for when services are switched on for their Company at an organisational level, and not have all their user settings reset.

This will add the user and you will be taken back to the Internal/Company Users tab. The new user will appear in the table:

You can keep adding users as needed via the New User button:

When you have finished adding users, click Finish:

New users can be added at any time in the future as the company processes and employees change.

The company and internal users are now setup and ready to use Damage Prevention Portal, and you will now be able to find them in the Companies list of users.

Note: You can also add existing users promoting them from a OneCall user to a Utility user.

 

Finding and Editing an Existing Company

Click on Settings, then System, and search for the company in the Companies list. You can either scroll through the list or search by typing in details in the search bar at the top:

For North America

For Australia and New Zealand

Click on the company and their details will be opened:

To edit a company's details, click on Settings, then System, and search for the company in the Companies list. You can either scroll through the list or search by typing in details in the search bar at the top.

Click on the company and their details will be opened. Click the Edit pen icon in the top right-hand corner of the screen and it will open their profile in an editable mode:

Once you have finished editing, click the Save icon in the top right-hand corner of the screen and the changes will be saved:

Users can also edit their own company details this way.

 

Finding and Editing an Existing User for Member Company

Find the company the user is part of via the Companies tab on the System screen, then open up that company by clicking anywhere on the row in the table.

Note: You cannot find a user unless you know the company they belong to.

Click on the Internal/Company Users tab and click on the user you wish to view:

To edit, click on the Edit pen icon in the top right-hand corner of the screen and it will open their profile in an editable mode:

Once you have finished editing, click the Save icon in the top right-hand corner of the screen and the changes will be saved:

Users can also edit their own company details this way.

 

Services

This tab shows all the services available in your region for companies to sign up to.