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Summary

The Companies screen in the RAY admin portal manages companies: organizations whose employees are tenants, for example the office occupiers of a business campus. Each company has a name, contact details, a logo, an Active or Inactive status, members and managers, linked units and billing addresses. Company managers look after their own company on the RAY Hub; the Settings tab of the Companies screen decides what they may do there. Members, managers and member requests are described in Company members and requests.

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Where to find the Companies screen

  • Menu: Directory → Companies (Arabic: الدليل ← الشركات)
  • Tabs: Companies (the list), Member Requests and Settings.
  • Clicking a company opens the company’s detail page, with the tabs Members, Managers, Units and Billing Addresses.

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Who can access the Companies screen

The Companies menu entry is shown only to users with an Admin role that includes the companies feature. See Roles and permissions.

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Companies list columns

The list can be filtered by Name and Status, and exported with Export in the ⋮ (more) menu. When no company exists yet, the tab shows “No companies added, yet” with a Create New Company button and an overview of the company lifecycle.

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Company fields

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How to create a company

  1. Open Directory → Companies.
  2. Click Add (or Create New Company when the list is empty).
  3. Enter the Name.
  4. Click Save.
The portal opens the new company’s detail page, where the other fields, members and units are added.

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How to edit a company

  1. Open Directory → Companies and click the company.
  2. Edit the Name, Domain Name, Public Website, Public Email, Address or Logo directly on the company detail page.
  3. Save the change.

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How to activate or deactivate a company

  1. Open Directory → Companies.
  2. Click the company’s Status tag (Active or Inactive) in the list, or the status tag at the top of the company detail page.
  3. Choose Deactivate and confirm, or choose Activate.
While a company is Inactive:
  • members and managers cannot be added or linked, and their type and status cannot be changed;
  • members cannot be assigned to or unassigned from units (“Members cannot be assigned to units while the company is inactive.”);
  • units cannot be linked to the company;
  • billing addresses can still be added, edited and deleted, and units can still be unlinked.
A company-managed account “is linked to one and only one company. Deactivating the company or this user will prevent them from logging in”.

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Company Units tab

The Units tab of a company lists the units linked to the company by Name. Clicking a unit opens it. A unit can belong to one company at a time.
  1. Open the company from Directory → Companies.
  2. Open the Units tab and click Link.
  3. Read the warning: “Linking this unit to the company will terminate any existing leases and remove all tenants currently linked to the unit.”
  4. Choose the Unit.
  5. Click Save.
To remove a unit from the company, click Unlink on its row and confirm.

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Company Billing Addresses tab

The Billing Addresses tab keeps the legal addresses used when invoicing the company. The list shows Full Name, Country, City, Buyer ID Type and Buyer ID, with Edit and Delete on each row.

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How to add a billing address to a company

  1. Open the company and open the Billing Addresses tab.
  2. Click Add.
  3. Fill in the Entity Name, Country and City, and optionally the State, Street, Building, Floor, Secondary Number, District, Postal Code, Tax Registration Number, Buyer ID Type and Buyer ID. Buyer ID becomes required once a Buyer ID Type is chosen.
  4. Click Save.
A company’s billing address is chosen when an invoice is billed to the company under Payments → Invoices.

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Company Settings tab

The Settings tab of Directory → Companies applies to all companies. Under Company Manager, it sets what company managers may do on the RAY Hub: Click Save after changing a setting. With Requires Admin Approval, the manager’s change waits in the Member Requests tab until an admin approves or declines it. See Company members and requests.

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Common questions about Companies

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Why can’t I see the Companies menu?

The Companies menu is hidden when none of your roles is an Admin role with the companies feature. Ask an administrator with access to Administration → Roles & Permissions to add that feature to your role. The company is Inactive. Activate the company from its Status tag first. The portal warns: “Linking this unit to the company will terminate any existing leases and remove all tenants currently linked to the unit.”

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What does “company-managed” mean?

A company-managed user is a user linked to a company as a member or manager. The user’s detail page shows a tick in Company Managed. Such an account “is linked to one and only one company”, and deactivating the company or the user prevents them from logging in.

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Can company managers edit their company themselves?

Only if Can edit company details is Yes in the Settings tab of Directory → Companies.