Connections/Managed Companies

Add/Manage Connections

Your Connections are your partner companies — Service Providers, Vendors, Consultants, and Distributors.

To add a Connection:

1. If the company you're looking for isn't listed under Active or Available in your hub's Connections, you'll first need to add them as a Managed Company for your organization:
   1. Click your Organization Name to access Organization Level Settings
   2. On the Managed Companies tab, click New
   3. Add the Company Name and a Short Code. You can also add an email and billing address for this company, but these are optional.
   4. Click Save
2. Once the company is available to your Organization, you can add them to your Hub:
   1. Click your Hub Name on the left side menu
   2. Click Connections
   3. Click Available
   4. Search for the company you'd like to add
   5. Click Partner
   6. Click OK when asked "Are you sure?"

To Manage a Connection:

Admin Users working for your partnered connections can manage their own account settings and should be encouraged to do so — when you add a Partner Admin, they get limited access to your hub, where they can add/manage only their own company's data. You also have access to make edits on their behalf, if necessary.

• Add/edit or archive users, locations, and resources for all your managed companies
• Add/edit the company details, if needed
• Add/modify line items

Example: An Internal Admin from Oil Co. can add a Partner Admin from Vendor Co. This Partner Admin logs into the hub and starts adding units and users that belong to Vendor Co. They won't be able to see users, units, or jobs belonging to any other company.

Have questions? Contact us at [support@ironsight.app] and we'll help you out.