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1. Create a Company

1.1. Prerequisites

A user with administrator permissions, creates an existing company.

1.2. How to

To create a 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 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.

image-20240219-095257.png

1.2.3. Click on the Create a New Company button in the upper right corner; this action will open the form to create a new company.

image-20240219-095315.png

1.2.4. To create a new company, make sure you fill in the mandatory fields and the necessary information.

1.2.5. Proceed by clicking on Create button.

1.3. Constraints

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

1.3.1. If you forget to fill in a required field, you won't be able to successfully create an company.

1.3.2. Please note that the company type field is mandatory on the create company form.

1.3.3. Additionally, not having the necessary permissions will prevent you from successfully creating a company.

1.3.4. Similarly, if you try to create a company with a name that has already been used, the company won't be created successfully.

1.4. Issues that may arise

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

1.4.1. If you lack administrator permission to create company, you won't be able to proceed.

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

1.4.3. If you attempt to create a company using a name that’s already in use, the company won't be successfully created.


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