How to add more companies to a subscription?

How to add more companies to a subscription?

On the Universe line, you can have a subscription with several companies and define a set of information for each company, including users and time zone.




Add more companies to a subscription

  1. Access Settings | General | Companies;
  2. Press the Create button;
  3. Fill in the mandatory data;
  4. Click on Save.
After creating the company, you can switch between companies in the company selector (located above in the features menu). Whenever you want to create records, they are associated with the company selected in the selector.

Restrict user access by company

When more than one company is added to a subscription, you can specify the user that can access each company. The access restriction process is divided in two steps:

Step 1: Create Restriction Groups
  1. Access the menu Settings | System | Groups;
  2. Click on Create;
  3. Enter the group's identification data and select the users you want to be in this group;
  4. Click in Save.
Step 2:  Adding the restriction groups to the company:
  1. Access the menu Settings | General | Companies;
  2. Creating or editing the company;
  3. Click on the + icon and select the Access Restrictions tab;
  4. Select the user group previously created;
  5. Click on Save.

Users have access to notifications if they have access to the company.

Set up time zone and the organization currency by company

When adding more companies to a subscription, it is possible to specify the settings for each company.

1.     Access the menu Settings | General | Companies;

2.     Creating or editing the company;

3.     Add the Settings tab.

The dates present when sending notifications will be converted to the chosen time zone. If a time zone is not chosen, the default will be UTC +00:00

You can only change the organization's currency if there are no records in the tables with base/reporting currency (only transactional/documents, stock entries/issues and costs). 

How is the data presented on lists when there is more than one company?

The list data is always filtered by the company selected on the company selector. You cannot view the data for all the companies simultaneously on the same list.


Select the company we wish to create logs to

After selecting the company on the company selector, the Valuekeep CMMS solution is filtered for the selected company. The new logs created are associated to the company selected on the company selector.


When there is more than one company, there is data common to all companies and data specific for each company.


  1. Workshops
  2. Employees
  3. Specialties
  4. Consent
  5. Geolocation History
  6. Scheduling Group
  7. Customers
  8. Suppliers
  9. Contacts
  10. Addresses
  11. Parts
  12. Brands/Models
  13. Criticality
  14. Families
  15. Location Function
  16. Tag Configuration
  17. Maintenance plans
  18. Tasks
  19. Work order types
  20. Work order request types
  21. Work orders work flow
  22. Request work flow
  23. Failure typification
  24. Currencies
  25. ExRates
  26. State justification
  27. Countries
  28. Regions
  29. Culture
  30. Sequence
  31. Unit
  32. Users/Groups/Roles
  33. Data import
  34. Symptoms/Causes/Actions
  35. Misc Cost Group
  36. Operating states
  37. Priority levels
  38. Task verification types
  39. Email template
  40. Requisition types

  1. Assets (Equipment/Tools/Locations/Route)
  2. Asset indicators
  3. Assets deactivation
  4. Down time record
  5. Meters
  6. Meter values
  7. Monitorings
  8. Monitoring values
  9. Misc Costs
  10. Stock entry
  11.  Stock issue
  12. Requisitions
  13. Requests
  14. Work orders
  15. Work orders assignment
  16. Task verification
  17. Costs report (labor, consumptions, misc costs)
  18. Preventive maintenance
  19. Preventive maintenance events
  20. Failures
  21. Misc cost type
  22. Scheduling types
  23. Access levels
  24. Background services
  25. Warehouses
  26. Notifications

As of now, Analytics does not present the data by company.



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