How to Create a Company in the Sidely App?
The Sidely app allows you to create companies intuitively and quickly from several locations. Here’s a detailed guide to assist you in this process, regardless of the entry point used.
Method 1: From the Planning Page
Access the Floating Menu
On the Planning page, a floating menu is visible at the bottom of the screen.
Click on the large "+" button.
Select "Companies"
A list of options will appear. Select "Companies" to access the creation page.
Fill in the Necessary Information
Address: Use the "Fill from Google" button to auto-fill the address using Google Maps.
Company Name: Edit or customize the name as needed.
Verify Required Fields
Ensure all required fields are completed, including default elements and any additional fields configured for your account.
Save
Validate to finalize the creation of the company.
Method 2: From the Companies Page - List
Access the Companies Page
Open the side menu on the left and click on the Companies tab.
Use the "+" Button
Click the "+" button to start the creation process.
Fill in the Information
You will be directed to the same company creation interface as in the previous method. Follow the steps to input the address, name, and specific fields.
Method 3: From the Companies Page - Map
Access the Companies Tab
In the side menu on the left, select the Companies tab.
Interact with the Google My Business Map
Zoom in on the map to display existing points of sale.
Click on one of the Google My Business pins to view details.
Convert to a Company
Click on "Convert to Company".
Most information will be pre-filled.
Add Specific Fields
Complete the details specific to your Sidely account, such as additional fields and other data required for segmentation.
Special Case: Restricted Permissions
If you cannot create a company, it may be because your account administrator has removed this permission.
In this case, contact the administrator to either create the company for you or grant you the necessary permissions.
FAQ
1. What if the "Create Company" button doesn’t appear?
This means you don’t have the rights to create a company. Contact your account administrator for more information.
2. Is it mandatory to fill in all fields?
Yes, certain fields are required to ensure proper segmentation, such as the name and address. Additional fields must be completed based on your account’s configuration.
3. Can I edit a company’s information after it’s created?
Yes, you can access the company’s profile and update the information as needed.
4. What if Google My Business doesn’t show the correct pin?
In this case, you can manually create the company from the Planning page or the Companies page by entering all necessary information.
5. How can I confirm that my company has been created?
Go to the Companies page or the map. Use filters to locate the recently created company.
Keywords
Sidely company creation
Sidely company management
Google My Business map Sidely
Sidely admin permissions
Additional fields for companies