Creating and editing a company¶
Companies are created and edited in the company editor
(/company/edit), reached from the sidebar "Create new …" links or the
Edit company button on a company profile.
Requires: in the UI, creating suppliers is offered to member-role
users and customers/others to superusers; editing a company's Edit
button shows to admin users on the same site. Note these are UI gates
only — see the caveat below.
Steps¶
- Choose the company type (Supplier or Member; Customer and Other are superuser-only).
- Enter the core details: name, short name, account number, company registration number, VAT number, and NMBS ID.
- Set the membership dates — join and leave — and the access start/end dates.
- Fill the address, phone/fax/email/website, and bank details.
- Add a description and internal memo.
- For a new company, provide the default contact (first name, surname, email) and pick that contact's role from the site's company-manager roles. Creating the company creates this contact and applies the role's tags, security group, and digest/email flags to them (see company-manager roles).
- Add tags and any extra info (social links, accounting ID, eBiz merchant settings).
- Save.
Result¶
The company record is saved and indexed for search; on create you are taken to the new company's profile.
Important — create then re-save: the create step persists the core identity fields but does not save several fields the form collects — company registration number, bank/sort/account, memo, access start/end dates, accounting ID, and tags. Those are written only on update. So after creating a company, open it again and save a second time to store those fields.
Logo¶
An existing company's profile logo can be uploaded and cropped from the editor (three sizes are generated). The logo control appears only after the company exists.
Who can actually create/edit¶
The company-manager settings expose per-role add / edit / delete / moderation permissions, but these are enforced only in the UI. The save and delete endpoints perform no server-side role check and there is no moderation queue — a save writes directly to the company record.
If it fails¶
- Some fields didn't save on a new company — re-open and save again (see the create-then-re-save note above).
- The type options are limited — Customer/Other are superuser-only;
eBiz merchant fields are
ebiz-role only.
Related pages¶
- Companies and company profiles
- Site settings reference — the company-manager roles and self-management permissions