Create, edit or delete company
The company is the legal entity to which the student will be linked.
When creating trainings, for example, you will specify the company that will have access, ensuring that only students associated with that company can enroll.
To register companies via integration, go to Create, edit or delete students via integration.
Instructions
To register a company, follow the steps below:
Click on Company in the main menu
Click on the To Register button icon located in the upper right corner (second icon)
Fill in the desired fields, the mandatory ones being identified with asterisks (*)
In the Approval field, select the Yes option so that the company, after being registered, is able to receive new students registered on the platform, or the No option so that the company is registered, but no new students can be linked to it.
Click Save to register the company
To register several companies per import, follow the steps below:
Click on Company in the main menu
Click on the Import button icon located in the upper right corner (first icon)
Click on the Download CSV template button to download the template spreadsheet
Open the downloaded file
Fill in the columns with the information, as instructed below:
company (mandatory) | Enter the company name. |
company_name (mandatory) | Enter the company's legal name. |
code (mandatory) | Enter the company's internal code. |
cnpj | Enter the company's CNPJ (Corporate Taxpayer ID), if desired. Only numbers, no special characters or spaces. |
phone | Enter the company phone number, if desired. Only numbers, no special characters or spaces. |
address | Enter the company address, if desired. |
city_id | Enter the company city ID, if desired. To check the city ID, follow the steps below:
The city ID is the number displayed in the ID column. |
Enter the company's email address, if desired. | |
release_company (mandatory) | Enter the company's release number (1 or 0):
|
region_id | Enter the company's region ID, if desired. To check the region ID, follow the steps below:
The region ID is the number displayed in the ID column. |
Save the spreadsheet on your computer
Return to the platform
Click on the Import CSV button
Locate and select the file
Link the spreadsheet columns to the corresponding fields on the platform if the names or order are different
Example
If the company name column in your spreadsheet is named Name, link that column to the company field.
Select which columns should be included in the registration
Click Submit on the platform to perform the import
On the next screen, you will be able to view the report of companies registered by import via spreadsheet.
If the company was successfully registered, an ID will be generated for each registration made.
If there was an error with the registration, the report will inform you of the error and the reason for the error.
To edit the registration or delete a company, locate it in the list, click on the Select option, click on the To Change option and on the screen that opens:
To edit, change the desired fields and click Save.
To delete, click on the 🗑 icon located in the upper right corner.
When deleting a company, registered students linked to it will also be deleted.