Adding a Company in the SMS (Maximise)

OVERVIEW

This tutorial will show users how to  provide companies their own access to the SMS. In the Maximise version of the Company Portal, users can select the Company type which can be an employer, an agent and the like. A parent company can also have multiple child companies. These child companies will have the same permission settings as the parent company where they can add another company or contacts if settings are enabled. We will also walk you through on how you can control what they can see and have access to in the Company Portal. This addition in the SMS platform empowers your companies with up-to-date visibility on where everything is at with their training.

Navigation Instruction:

Perform the actions in our interactive tutorial below, or use the buttons on the left portion to change to scroll, slideshow or watch view.

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