Accessing the Companies List Screen

To view the companies registered in the system, access it via the side menu under the option: Records > Companies.

Company List

On the Company List screen, you can view and manage the companies of users within the system.

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Filtering Companies

Use the filter located at the top of the screen to filter companies. The available options are:

  • All: Shows all registered companies.
  • Active: Lists only the companies that are active.
  • Inactive: Displays the companies that have been deactivated.

Searching Companies

In the Search field, type part of the company's Legal Name that you want to find. The results matching your search will automatically be displayed in the list.

Creating a New Company

  1. Click the New Company button or the + button.
  2. Fill in the fields Legal Name, Trade Name, and Tax ID (CNPJ).
  3. Optional: Toggle Ignore Anti-Passback if necessary.
  4. Click Save to add the new company.

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Editing a Company

  1. Click the pencil icon in the actions column of an existing company.
  2. Make changes as necessary.
  3. Toggle Ignore Anti-Passback as needed.
  4. Click Save to update the company details.

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During the editing of a company, you can navigate through the People and Visitors tabs to add users to the respective company.

  • Adding People: To add people to a company during the editing process, click on the People tab and then click the Add People button.

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The list of people will be displayed on the screen. Click the All people toggle to select everyone at once, or choose individually by checking the box next to each person's name. Use the Search field to search by name. After making the desired selections, click Save to confirm or Cancel to abort.

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The added people will be displayed in the list associated with the company. To remove a person, click the trash icon next to their name. To remove all people at once, click Remove all people and confirm the operation.

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  • Adding Visitors: To add visitors to a company during the editing process, click on the Visitors tab and then click the Add Visitors button.

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The list of visitors will be displayed on the screen. Click the All visitors toggle to select everyone at once, or choose individually by checking the box next to each visitor's name. Use the Search field to search by name. After making the desired selections, click Save to confirm or Cancel to abort.

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The added visitors will be displayed in the list associated with the company. To remove a visitor, click the trash icon next to their name. To remove all visitors at once, click Remove all visitors and confirm the operation.

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Exporting the Company List

You can export the company list to a CSV file. Use the available filters to refine the data before exporting, then click the export button to download the file. The CSV includes the Company, Tax ID (CNPJ), and Number of People fields for each listed company.

Deleting or Deactivating a Company

  1. Click the trash icon in the actions column of a company.
  2. In the dialog box that appears, you will have the following options:
  3. Cancel — aborts the action.
  4. Permanently delete — removes the company permanently.
  5. Deactivate — temporarily deactivates the company.

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Note: The delete action is a fake delete: the company is not removed from the database, only marked as deleted.

Activating a Company

Activating an inactive record is a simple process. First, filter by Inactive. This will display the list of companies that are inactive.

Locate the record you wish to activate and click the ✔️ icon to activate it. A dialog box will appear to confirm or cancel the operation.

Selecting the Number of Records Displayed

At the bottom of the screen, use the selector to choose how many records you want to view at a time. The options are: 10, 20, 50, and 100.

Viewing and Navigating Between Records

The bottom of the screen also shows the count of displayed records and the total number of registered records.

Use the pagination controls to navigate between the record pages. The navigation options include:

  • << and >> to go to the First or Last page.
  • < and > to Advance or Recede one page.
  • [1] [2] ... [N] page indicators to click and access directly.

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