Firms

Firms are companies or organizations associated with user groups and users. Use the Firms page to add, edit, and delete firms.

To open the Firms page

  • Click the Admin icon > Firms.

To add a firm to the project

  1. In the Firms menu bar, click .
  2. In the Add Firm section, enter the Name of the firm.
  3. To make this an internal firm select Internal.
  4. Note: Metrics gatherings of firm and user counts are excluded for internal firms. Internal firms appear in the Firms list with a house icon .

  5. To retain a history of user passwords, select Require Password History.
  6. Note: Password history prevents users from reusing the same password. There is no limit for tracking, so any previous password of a user is blocked.

  7. Click Save.

To edit a firm from the project

  1. In the Firms section, locate the firm you want to edit, then click its Action icon and select Edit.
  2. In the Edit Firm section, edit the Name as necessary.
  3. Click Save.

To delete a firm from the project

  1. In the Firms section, locate the firm you want to delete, then click its Action icon and select Delete.
  2. On the Delete Firm window, click OK.