Create a company
A company in 实体 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 实体, you can create a new company, using a step-by-step wizard.
In modernized 实体, you can view and analyze companies created in the classic version using search and column filters.
Create a company in classic 实体
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.
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.
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.
On the Security screen, select the security groups for the company. Select Next.
System administrators can add security groups to this screen as required.
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 实体
The modernized 实体 experience provides you with a streamlined table in the Entities > Companies section, from which you can view and analyze companies.
说明
您可以在现代化 实体 和经典版 实体 中查看此信息。若要更改数据，请使用经典版 实体。有关这两种 实体 体验的详细信息，请参阅Modernized 实体。
表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。
说明
在现代化 实体 列表页面上，默认情况下会隐藏历史记录以与经典版保持一致（经典版仅显示活动的或当前的项目）。
View a company's information in modernized 实体
To view companies in the modernized 实体, 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 实体
