Overview
The Company Center acts as a convenient control screen for company-level review and navigation.
Where To Find It
Path: Administration > Company Center
Use the Company Center when you want one place to review company-wide information and jump to related follow-up work.
How It Works
QBM groups related company information and operational links in one place so users can review what matters and move quickly into the correct underlying screen.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Company overview | Shows the main company-level information and context used across the system. | Use it when orienting yourself before making broader setup or review decisions. |
| Linked actions | Provides quick access to related company-level tasks or records. | Use it when you want to move from summary into action quickly. |
| Review support | Helps administrators confirm that key company information is complete and current. | Use it during periodic setup review or support work. |
Recommended Workflow
- Open Company Center when starting a company-level review or follow-up session.
- Check the visible company information and identify any incomplete or outdated details.
- Use the linked actions to move into the underlying setup or maintenance screen.
- Save corrections in the relevant detail screen, then return to the Company Center if more review is needed.
Best Practice
- Use Company Center as a review hub, not as a replacement for the detailed setup screens.
- Combine it with periodic company-information review so profile details stay reliable.
- Use it during support calls when you need a broad company view quickly.