In this article:

• Where is it?
• Adding and removing Companies
• Updating Company records
• Accessing the Company account pages

Where is it?

The Company List is in the Companies tab:

For Admin tasks, you’ll focus on the Action column:

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Adding and removing Companies

When you have the Company List open, you’ll see a sub menu where you can add or import more Companies:

• Learn more about adding individual Companies.
• Learn more about importing a list of Companies.

Removing Companies

If you need to remove a Company, follow these steps.

Once you’ve removed a Company, you’ll have access to the Deletion log sub menu. That’s where you can track deleted participants and reinstate them if needed:

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Updating Company records

Through the Company List, you can make many changes to individual Company records. MeetMax makes it easy to navigate between records, so you can make even extensive changes quickly.

For this example, let’s say a Company asks you to change the email address of their main contact in MeetMax.

Step 1. Head to the Company List page and locate the Company you need to update.

Step 2. Head to the Action menu, and then choose Contact:

Your event might use a different label here, such as Details or Registration.

Step 3. You’re now looking at this Company’s registration form, here in your MeetMax admin account.

You can add or edit any information you need. Click Save:

Step 4. If you need to update a different Company’s record, you can use the navigation tools at the top of the form.

Use the Switch company menu to choose a different Company to update:

Or, if you need to make updates to all Companies, you can use the Next button to jump to the next organization on the Company List:

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Accessing the Company account pages

When each Company contact logs into MeetMax, they access the personalized web pages for the organization. This is where they’ll find information about meeting requests, presentations, activities, and so on:

As an Admin, you might need to make updates to a Company’s account pages on their behalf. You can access any page of their site right from the Company List.

Use the Action menu to get started:

In this example, let’s say that one of the Companies attending your event needs help with a last-minute change to their availability for 1x1 meetings. Bank of Colorado can’t take any meetings after 10:30 am on the second day of your event.

Let’s adjust availability on Bank of Colorado’s behalf.

Step 1. Filter the Company List to locate the Company.

Step 2. Head to the Action menu, then choose 1-On-1 Availability:

Step 3. Now you have Bank of Colorado’s 1-On-1 Availability page, here in your MeetMax admin account. Uncheck any boxes to remove those times from their availability. This change saves automatically:

While you have this Company’s account open in your Admin account, look at the sub menu at the top of the page. See how it mirrors the menu bar on their account page?

You can now click any of these sub menu options and quickly make updates to Bank of Colorado’s other account pages: