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Update a Company

Update a Company

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:

1.2.1. From your admin section, on your left-hand side menu click on the 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.

image-20241202-134907.png
image-20241202-134907.png

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

1.2.4. 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. Failing to fill in all required fields will prevent the update.

1.3.2. The company type field is mandatory for the update form.

1.3.3. You must have the necessary permissions to update a company.

1.3.4. If 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. Lack of admin permissions will prevent you from proceeding.

1.4.2. Missing required fields will trigger an error message.

1.4.3. Trying to update with a duplicate company name will result in an error.


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