How to request a company set up within obi®

This article will show you how to request a new company to be set up in obi

1 – In the top right corner of the screen, click on the “Quick add new user” button.

2 – Enter the new user email in the white text component.

3 – Once you've finished typing the new user email, click "Create User."

4 - After entering the new user email address, you will be prompted to choose the company from a drop-down menu.

5 - If you are creating a new company in obi®, you must "Request Company Set Up." You should then enter the user and company information. When finished, click "Save."

6 - A green pop-up text will appear, confirming that the company setup request has been submitted for review. Once approved by the obi® support team, the user will be added to the project and the new company will be added to the system company list.