Before adding associated users, you must create a company in Acuite at either the license level or project level. This can be done manually or through an integration with platforms like Procore, Jobpac, or Hammertech.
Add companies manually
You can perform the following instruction at either the licence level (System Settings > Companies) or project level (Project Settings > Companies).
The following example is performed at the project level:
Note: This will add the companies to the project while also copying them to the license level, making them available for use in future projects.
Select the desired project in the drop down menu
Click Project Settings > Companies
Before creating a new company, we recommend checking if the company already exists at the license level, so it can be added directly to the project. To do this, click '+ Add Existing Company' in the top right corner.
Use the search box to find the company. If it exists, select the company name, click OK, and it will be added to the project.
On the other hand, if the company doesn't appear in the search, you can proceed to create a new one. To do this, click '+ Add New Company' in the top right corner.
Enter all the relevant company details, then click Save.
Note: You may not have set up any trades yet. These can be configured in the system settings menu under 'Trades'.
Add companies via an integration
Adding companies through an integration is simple, as it happens automatically once the integration is set up. Typically, companies are added within a few hours of the integration being configured.
To verify if the companies have been added, do the following:
Select the desired project in the drop down menu
Click Project Settings > Companies
You will see a list of existing companies added to the project, along with their data sources (e.g., Procore, SignOnSite, Jobpac, Hammertech).
