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Create a new Company

Here we will walk you through the simple and efficient process of creating a new company in Aura ATS. Whether you're onboarding a new client or managing internal entities, our user-friendly interface ensures a seamless experience.

Prerequisites: Before you begin, ensure that you have the necessary permissions to create new companies within Aura ATS. Contact your system administrator if you require access or assistance.

Step 1: Accessing the company creation Interface

  1. Log in to your Aura account using your credentials.
  2. Navigate to the main dashboard and locate the "Companies" or "Clients" tab.

Step 2: Initiating the company Creation Process

  1. Click on the "Add new company" or similar option to start the creation process.

  2. You may be prompted to fill in essential details, such as company name, industry, and contact information. Ensure accuracy for future reference.

Step 3: Company Information

  1. Fill in the required fields, including but not limited to:
    • Company Name
    • Industry
    • Address
    • Contact Details
    • Main contact: Phone number, Address
  2. Optional: Provide additional information such as website, social media links, or a brief description of the company.

Step 4: Customizing company settings

  1. Configure specific settings related to the company, such as privacy options, access controls, and visibility within the ATS.

Step 5: Adding contacts and users

  1. Assign primary and secondary contacts for the company.
  2. Invite users or team members associated with the company to the ATS platform by providing their contact information.

Step 6: Save and review

  1. Review the entered information to ensure accuracy.
  2. Click "Save" or a similar option to create a new company in Aura ATS.

Step 7: Confirmation

  1. Upon successful creation, you should receive a confirmation message.
  2. Access the newly created company profile to verify details and make any necessary adjustments.

Conclusion

You now have the needed information to successfully create a new company in Aura CRM/ATS. For any additional assistance or inquiries, refer to the comprehensive help documentation, contact our support team, or explore other features within the system to enhance your recruitment experience. Aura CRM/ATS is here to empower you in managing your company profiles efficiently.

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Topics in this section

  • Accounts
  • Navigation
  • Esteemed CRM
    • CRM entities
      • Companies
        • Create a new Company
      • Contacts
        • Create a new Contact
      • Appointments
        • Creating a New Appointment
      • Tasks
        • Create a new Task
      • Email Notifications
      • Tearsheets
        • Create a new Tearsheet
        • Sending a Mass Mailing
      • Conversations
      • Notes
  • Esteemed Sales
    • Sales entities
      • Leads
        • Create a new Lead
        • Leads list
        • Assigning Leads to Sales Team
      • Opportunities
        • Create a new Opportunity
        • Opportunities List
      • Deals
        • Creating a New Deal
      • Contracts
        • Master Contract
        • Contract Attachment
        • Contact Registration
        • Sign the Master Contract and Attachment
  • Esteemed ATS
    • ATS entities
      • Formatted Resume Generation Feature
      • Jobs
        • Create a new Job
      • Internal Submissions
        • Add Internal Submission
      • Interviews
        • Schedule an Interview
      • References
      • Offers
  • Esteemed ATS Pro
    • ATS Pro entities
      • Client Submissions
      • Placements
        • Create a new Placement
      • Performance Reviews
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