Company account overview

The company account overview displays the companies already created, which are 'visible' according to the rights of the currently logged in user (see also Company authorizations). Depending on access rights, a company account selected in the list may also be edited. A new company account can be created by clicking on New in the ribbon.

The Meta type (5) serves purely to distinguish companies, groups, departments and customers in the list of existing companies (6).

A company account features an address (1) which defines, among other things, the company name (Name 1). This address also contains data as additional tabs (2), which are explained further in the chapter Address Book Entries. The company account form can be modified with the Form designer.

In the Parent companies (3) field, one or more of the visible companies can be assigned as 'parents' of the current company account, indicating a superordinate position in the hierarchy. This provides a simple method to model more or less complex company hierarchies, as shown in the following diagram:

The Company types (4) can be used to define which roles the company can take on in the various processes. This includes types like customer, forwarding agent, consignee, consignor, etc. This definition is considered, e.g. when subsets of companies are provided for selection in input forms.

The Language (7) selection can be used for different purposes, yet has no influence on the Lobster Data Platform / Orchestration user interface.

The Style name (8) field refers to the name of a configured 'corporate design'. For more on this, see Styles.

The remaining tabs are module specific and will not be discussed further in this chapter.