---
title: Companies
slug: admin-guide/companies
docTags: 
createdAt: 2026-01-04T09:37:06.656Z
---

<font color="#2166ae">What are companies?</font> [Companies overview](docId:8qXbcnym_7n8N68QZdaZF)&#x20;

<font color="#2166ae">How do I define company types?</font> [Company types](docId:8qXbcnym_7n8N68QZdaZF)&#x20;

<font color="#2166ae">What are contracts?</font> [Contracts](docId:8qXbcnym_7n8N68QZdaZF)&#x20;

<font color="#2166ae">How do I set up contract types?</font> [Setting up contract types](docId:8qXbcnym_7n8N68QZdaZF)&#x20;

<font color="#2166ae">How do I set up contract status codes? </font>[Setting up contract status codes](docId:8qXbcnym_7n8N68QZdaZF)&#x20;

<font color="#2166ae">How do I add or edit a company?</font> [Adding or editing a company](docId\:IZ2nIVT9bbdxDBpc3pdsG)&#x20;

<font color="#2166ae">How do I upload companies from a spreadsheet?</font> [Uploading companies from a spreadsheet](docId\:IZ2nIVT9bbdxDBpc3pdsG)&#x20;

# Companies overview

In the ITCC system, a company is any person or organization that interacts with your organization. Each company can have contacts and contracts associated with it. You can classify your companies into [types](docId:8qXbcnym_7n8N68QZdaZF).

For example, a company can be a supplier, a customer, or a partner.

If your organization provides services to external customers (MSP), you can set up each customer as a company and enter the contract information between you and the customer. Customer contacts are users who are employees of the customer. Each customer will see only their categories and tickets.&#x20;

Companies are also used to define suppliers and agreements between the IT department and an external supplier. If the incident status changes to *Pending 3rd Party*, you can specify the supplier and the supplier’s incident number.

# Company types

You can set up company types to meet your organization's needs.

For example, if your organization has both external customers and external suppliers, you can define company types Customer and Supplier.

## Setting up company types

You can set up company types at any time. You can define as many company types as you need.

**To set up company types:**

::::WorkflowBlock
:::WorkflowBlockItem
On the left side menu, select **Administration**.
:::

:::WorkflowBlockItem
In the search bar under **Search for Admin Configuration Options**, enter **Company Types&#x20;**&#x61;nd select the **Company Types** option that appears.

::Image[]{src="https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/YIhzWaVU4TZBpiGurKUJP_image.png" size="50" width="668" height="775" position="center" darkWidth="668" darkHeight="775" showCaption="false"}
:::

:::WorkflowBlockItem
On the **Company Type** page that opens:

- to add a new company type, select **Add**
- to edit an existing company type, select the Edit icon in its corresponding row

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/iPtCZ_opqRw8CaN6QsJhu_image.png)
:::

:::WorkflowBlockItem
In the **Company Type** dialog that opens, enter or edit the following settings:

| Field     | Description                                                                            |
| --------- | -------------------------------------------------------------------------------------- |
| Type Name | Enter a meaningful name for this company type                                          |
| Form      | (Optional) Select a [form](docId:8T6ILoXvH-dEpDt_SRLKa) to attach to this company type |
| Active    | Select to activate the company type                                                    |
:::

:::WorkflowBlockItem
Select **Save**.
:::
::::

# Contracts

A contract is a legally binding agreement between your organization and a company. The ITCC system enables you to organize your contracts by associating each company with a contract.

Your contracts can be classified into types. You can [set up](docId:8qXbcnym_7n8N68QZdaZF) as many contract types as you need.

For example, your organization can have Support contracts, Supplier contracts, and Consulting contracts.

You can use contract status codes to manage your contracts' lifecycle. You can [set up](docId:8qXbcnym_7n8N68QZdaZF) as many contract status codes as you need.

For example, your contract status codes can include *Draft*, *New*, *Active*, *On Hold*, and *Cancelled*.

If your organization is a Multiple Service Provider (MSP), you can use ITCC's contract management component to manage your client contracts.

## Setting up contract types

You can set up contract types at any time.

**To set up contract types:**

::::WorkflowBlock
:::WorkflowBlockItem
On the left side menu, select **Administration**.
:::

:::WorkflowBlockItem
In the search bar under **Search for Admin Configuration Options**, enter **Contract Types** and select the **Contract Types** option that appears.

::Image[]{src="https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/Rzb2rI3_XRrIczRR0q_4t_image.png" size="54" width="674" height="886" position="center" darkWidth="674" darkHeight="886" showCaption="false"}
:::

:::WorkflowBlockItem
From the **Contract Types** page that opens, you can:

- [add a new or edit an existing contract type](docId:8qXbcnym_7n8N68QZdaZF)&#x20;
- [delete a contract type](docId:8qXbcnym_7n8N68QZdaZF)&#x20;
- [clone a contract type](docId:8qXbcnym_7n8N68QZdaZF)&#x20;
:::
::::

### Adding or editing contract types

You can add a new or edit an existing contract type at any time.

**To add or edit a contract type:**

::::WorkflowBlock
:::WorkflowBlockItem
On the **Contract Types** page:

- to add a new contract type, select **Add**
- to edit an existing contract type, select the Edit icon in the row corresponding to the contract type you want to edit

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/XbODyIuH3Edz7MY9ISwcj_image.png)
:::

:::WorkflowBlockItem
in the **Contract Type** dialog that opens, enter the type's settings:

| Field     | Description                                                                            |
| --------- | -------------------------------------------------------------------------------------- |
| Active    | Select to activate the contract type                                                   |
| Type Name | Enter a meaningful name for the contract type                                          |
| Icon      | Select an icon for the contract type                                                   |
| Form      | (Optional) Select a [form](docId:8T6ILoXvH-dEpDt_SRLKa) to attach to the contract type |
:::

:::WorkflowBlockItem
Select:

- **Add** when adding a new contract type
- **Save** when editing an existing contract type
:::
::::

### Deleting contract types

You can delete a contract type at any time.

**To delete a contract type:**

::::WorkflowBlock
:::WorkflowBlockItem
On the **Contract Types** page, select the Edit icon in the row corresponding to the contract type you want to delete.

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/aMtW-rwSXI6yO0Kn157H0_image.png)
:::

:::WorkflowBlockItem
In the **Contract Type** dialog that opens, select **Delete**.

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/mUlwK4Nc6q_j3s52_bVGb_image.png)
:::

:::WorkflowBlockItem
In the **Would you like to perform this delete action?** dialog that opens, select **OK**.
:::
::::

### Cloning contract types

You can clone a contract type at any time.

**To clone a contract type:**

::::WorkflowBlock
:::WorkflowBlockItem
On the **Contract Types** page, select the Clone icon in the row corresponding to the contract type you want to clone.

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/dAwUHk1lsRP390mgsiz1K_image.png)
:::

:::WorkflowBlockItem
in the **Clone Contract Type** dialog that opens:

1. Enter the name for the cloned type.
2. &#x20;Select the **Active** checkbox to activate the cloned type.
3. Select **Clone**.

![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/0ZLnAW388YdyGHOv5tFI5_image.png)
:::
::::

## Setting up contract status codes

You can set up contract status codes at any time.

**To set up contract status codes:**

::::WorkflowBlock
:::WorkflowBlockItem
On the left side menu, select **Administration**.
:::

:::WorkflowBlockItem
In the search bar under **Search for Admin Configuration Options**, enter **Contract Status Codes** and select the **Contract Status Codes** option that appears.

::Image[]{src="https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/qTZbvPw8C3NezF_x1gjAw_image.png" size="52" width="672" height="873" position="center" darkWidth="672" darkHeight="873" showCaption="false"}
:::

:::WorkflowBlockItem
On the **Contract Status Codes** page that opens:

- to add a new contract status code, select **Add**
- to edit an existing contract status code, select the Edit icon in the row corresponding to the contract status code you want to edit



![](https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/CzBauklYfyNATN1A9Gw9z_image.png)
:::

:::WorkflowBlockItem
In the **Contract Status** dialog that opens, enter or edit the contract status code's settings:

| Field           | Description                                                           |
| --------------- | --------------------------------------------------------------------- |
| Status Code     | Enter a meaningful name for the contract status code                  |
| Active          | Select to activate the contract status code                           |
| Active Contract | Select if the contract is active when changed to this status          |
| Closed          | Select if the contract is closed when changed to this status          |
| Color           | Select the color to be used in the contract dashboard for this status |
:::

:::WorkflowBlockItem
Select:

- **Add** when adding a contract status code
- **Save** when editing a contract status code
:::
::::



# Setting up companies

You can set up companies at any time.

- [Adding a new or editing an existing company](docId\:IZ2nIVT9bbdxDBpc3pdsG)&#x20;
- [Disabling a company](docId\:IZ2nIVT9bbdxDBpc3pdsG)&#x20;
- [Uploading companies from a spreadsheet](docId\:IZ2nIVT9bbdxDBpc3pdsG)&#x20;