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1. Update a company

1.1. Prerequisites

A user with administrator permissions, updates an existing company.

1.2. How to

To update an company within the Budget Management for Jira, follow these steps:

Table of Contents

1.2.1. From your admin section, on your left-hand side menu click on the cog (blue star) settings icon, this action will take you to the overview page.

1.2.2. On the left-hand side menu, click on Company, which will open the company's panel list.

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1.2.3. Choose the company you wish to edit/update from the list by clicking on the Edit/Update(blue star) icon.

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1.2.4. To update a new company, make sure you fill in the mandatory fields and the necessary information.1. 2.5. Proceed by clicking on “Update” button.

1.3. Constraints

When it comes to updating a company , there are a few important considerations.

1.3.1. If you forget Failing to fill in a required field, you won't be able to successfully update an companyall required fields will prevent the update.

1.3.2. Please note that the The company type field is mandatory on for the update company form.

1.3.3. Additionally, not having You must have the necessary permissions will prevent you from successfully updating to update a company.

1.3.4. Similarly, if you try to update a company with a name that has already been used, the company won't be updated successfullyIf the company name is already in use, the update will fail.

1.4. Issues that may arise

When you're attempting to update a company, there are a couple of potential issues that might come up.

1.4.1. If you lack administrator permission to edit/update company, you won't be able to proceedLack of admin permissions will prevent you from proceeding.

1.4.2. Additionally, if you forget to fill in the necessary fields, Missing required fields will trigger an error message will be displayed.

1.4.3. If you attempt Trying to update with a duplicate company using a name that’s already in use, the company won't be successfully updatedwill result in an error.