Create a company

A company in Entities is any company that you own, manage, or are responsible for. You are responsible for making sure the information that authorities like the Companies House have for the company is correct and up to date.

In classic Entities, you can create a new company, using a step-by-step wizard.

In modernized Entities, you can create a new company directly, or view and analyze companies created in the classic version using search and column filters.

Create a company in classic Entities

A company can be created from:

The My Portal page.
New Records on the Global Banner.
The Companies tab in the All Searches page.

To create a company, follow the steps below.

Go to All Searches > Company Search > Wizard > New Company.

The New Company Wizard opens.
On the Company Defaults screen of the wizard, select a default. Select Next.

Note

The Company Defaults screen only appears if the system administrator set up company defaults. Refer to Setting up Company Defaults for more information.
On the Company Details screen, enter a name and a quick reference for the company. Select Next.

The quick reference is the company's unique identifier in the system. Use the Show me now option to have a quick reference generated or enter one manually.
On the Statutory Details screen, provide the required information about the company, such as the country, the company number and the incorporation date. Select Next.
On the Duplicates screen, check if records for this company already exist. Select Next.

The system checks for duplicates based on company number and name. If it finds entity records with the same or similar name and a different company number, it displays the records as potential duplicates.
On the Addresses screen, provide the registered office and trading address or presenter details of the company. Select Next.

You can add or create a shared address or add a one-off address for the company. Use the wand icon that comes before the relevant address type to add an address. Refer to Company Addresses for more information.
On the Management Details screen, provide management details about the company. Select Next.

Management details are used to assist in record management within the system. The management options listed here can be configured in System Tools > List Manager by the system administrator. Refer to List Manager to learn more.
On the Extra Details screen, enter more details about the company. Select Next.

This screen displays any user-defined fields that have been added by the system administrator. Refer to User-Defined Fields (UDFs) for more information.
On the Security screen, select the security groups for the company. Select Next.

System administrators can add security groups to this screen as required. Refer to Security Groups to learn more.
On the Action screen, select to save the company as pending or update all records immediately. You can also set up tracking for a pending event.
Select Finish.

A new company is created in Setup mode.

What's next?

Change the company to live mode. For more information refer to Setup mode and live mode and Change between setup mode and live mode.

Companies in modernized Entities

The modernized Entities experience allows you to create companies, and provides you with a streamlined table in the Entities > Companies section, from which you can view and analyze companies.

Create a company in modernized Entities

You need the appropriate user role right to create a company in modernized Entities.

To create a company, on the Companies tab of the Entities page, select New company.
Provide the following information:
- Company details Enter the company's name and, depending on your organization's settings, a Quick reference. If your organization auto-generates quick reference codes, this field is optional; otherwise, it's required.
- Statutory details Provide statutory details, such as Country (prefilled from your regional preferences), Company number (up to 30 characters), Company status, and Company type. The Company type list only shows types that apply to companies and to the selected country.
- Addresses Assign one or more existing addresses to the company. Select Add next to an address type to search for and assign an existing address, including shared addresses from any country. Mandatory address types are marked with an asterisk. If you submit the form with more than one missing, all the missing address types are listed in a single inline error.
- Grouping and access Set who manages the record, and optionally provide a division or partner, user grouping, and file reference of up to 30 characters.
- Security Depending on your user role rights, assign security groups or sets. The available security groups depend on whether you save the company as pending or update all records immediately, and refresh if you change that choice. Two system-defined security groups are always selected and can't be removed.
If Entities finds companies with a similar name or the same registration number, it displays them as possible duplicates so you can review them before you continue. Depending on your user role rights, you can either proceed with either save option or, if you don't have the right to action duplicates, only save the company as pending.
When you're done, in the Save options section, save the company as pending or action it immediately:
- Save as pending Save the company as pending. When you select this option, you're redirected to the Entities list, and a confirmation message appears.
- Update all records Action the company immediately. When you select this option, you're redirected to the company's details page, and a confirmation message appears.
To complete creating the company, select Finish.

To leave the form without saving, select Cancel. If you cancel, all the entered data is lost.

View a company's information in modernized Entities

Note

You can view this information in modernized Entities and in classic Entities, but you can't edit it in modernized Entities. To make changes, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

Note

On the modernized Entities listing pages, historical records are hidden by default to match the classic version, which displays only active or current items.

To view companies in the modernized Entities, navigate to Entities and select Entities. Use the following options to find the companies:

Search Directly search information about the company.
Columns Using this option, you can customize the look of the table. For more information, refer to Columns.
Sorting or ordering Use multicolumn sorting on the Companies page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

For more information on the details page, see Company details in modernized Entities