Create a company
You add a client company in three steps: “Company data”, “Administrator and technician” and “Review”. Nothing is created until the last step.
1. Company data
Fill in “Company name”, “Tax ID”, “Activity code (CNAE)” and “Number of workers”, and choose the jurisdiction: it sets the law, the time zone and the language of the company. If you already have a company with the same name or tax ID, the screen warns you, but you can go on. Fields marked * are required; if one is missing, “Next” marks which and takes you to the first.
2. Administrator and technician
Enter “Admin Email”, first name and last name of the person who will administer the company; they receive an invitation by email. Choose the “Technician in charge”: they look after the company from the first day. If that email already has an account in another of your companies, the invitation gives access to this one too.
3. Review and create
In “Review” you see what you entered. “Change” goes back to that block's step without losing anything. “Create company” creates the company, invites the administrator and assigns the technician. Afterwards you can “Open the setup assistant” or “Back to Companies”. If something fails halfway, press the button again: nothing is created twice.
4. Draft and company limit
What you type is saved as a draft in this browser: when you come back, the screen offers to continue or “Start over”. Leaving with data typed asks first. If your plan does not allow more companies, this screen says so and offers “Request an increase”.