Create and Manage a Company

AudienceCompany Owners, Company Admins

Required PermissionsCompany creation access; `companies:update` and `companies:delete` for editing/removal

Estimated Time4 min read

Demo Referencecemento-valladolid

Quick Demo · 0:20

Create, Edit, and Delete a Company

00:20

Chapters

Searchable Transcript (3 steps)

1. 00:01Click Add Company, enter the company name and description, then submit.
2. 00:07Open Manage -> Edit Company to update the company name or description.
3. 00:14Open Delete Company, type the exact company name to confirm, and permanently remove it.

A Company is the top-level tenant boundary in OTCognix. It groups plants, shared downtime catalogs, shared machine templates, and company-level resource access.

Before You Start

• Sign in to the OTCognix web application with an account allowed to create companies.
• Decide on a unique Company Name. Duplicate company names are rejected when saving.
• Optional: prepare a short description explaining the organization or business unit scope.

Step 1: Open the Companies View

1. In the left navigation bar, go to the Configuration section and open Companies.
2. Use the search bar or Access filter if you want to verify whether the company already exists before creating a new record.

Step 2: Create the Company

1. Select Add Company in the top-right page header.
2. Fill in the modal form fields:
   • Company Name (required): Enter the organization name. Leading and trailing whitespace is trimmed, and blank names fail validation.
   • Description (optional): Add context about the organization or sites managed under this company. Leave empty if not needed.
3. Submit the form to create the company.

Field Reference

Field	Required	Validation & Behavior
Company Name	Yes	Must contain at least one non-whitespace character; must not duplicate another name.
Description	No	Optional plain-text summary; omitted from the payload if left blank.

Step 3: Post-Creation Actions

Once the company appears in the company grid, select its row/card actions depending on your permissions:

• Set as Default: Marks the company as your active default workspace context in the top header so plants and monitoring views load for it automatically.
• Edit: Updates the company name or description (requires companies:update).
• Manage Catalogs / Manage Templates: Opens company-level downtime catalogs and machine templates that new plants can inherit.
• Resource Access: Reviews or manages company-level permissions and assignments.
• Delete: Permanently removes the company after confirmation — type the exact company name in the confirmation field to enable Yes, Delete Company (requires companies:delete).

Common Errors & Troubleshooting

Symptom / Error	Likely Cause	Resolution
Validation error under Company Name	Empty input or duplicate company name on the server	Enter a distinct, non-empty name and resubmit.
Edit or Delete action missing	Your role lacks companies:update or companies:delete	Check My Roles & Permissions in the user menu or ask a Company Owner.
New company plants not visible	Another company is still selected as your default	Use Set as Default on the new company or switch companies in the header.

Next Steps

• Manage Company Downtime Catalogs
• Manage Company Machine Templates
• Grant Permissions for Downtime Catalogs & Machine Templates
• Create, Edit, and Delete Plants