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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 (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-20241202-134005.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-20241202-133944.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. All mandatory fields must be filled; otherwise, the company won’t be created.

1.3.2. The company name must be unique; a duplicate name will cause an error.

1.3.3. Only users with admin permissions can create a company.

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. Lack of admin permissions will prevent creation.

1.4.2. Missing mandatory fields will cause an error.

1.4.3. Using a duplicate name will result in an error.

1.4.4. Unauthorized users will get an error.


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