How do I Add Companies/Investors in Dasseti?

Overview

The Companies Module in Dasseti Engage is designed to store and manage all company profiles across the platform. It serves as a centralized directory for entities such as investors, sub-advisors, and other counterparties, providing the foundation for downstream product linking and request management.

Adding companies ensures that requests, products, and associated data are correctly linked to the right organization. This allows Engage to automatically identify the appropriate company when an incoming questionnaire or request is received.

Adding a Company One at a Time:

1. Navigate to the Companies Module.
   
   
2. Click the "+" icon in the bottom right corner.
   
   
   
3. Enter the company details using the pre-created fields.
   
   
4. If additional fields are needed, they can be created in Settings before adding the company.

Bulk Uploading Companies:

1. Navigate to the Company Module and select the More icon in the bottom right corner of the screen.
   
   
2. Select "Import" from the pop-up menu.
   
   
   
3. In the upload screen, download the Excel template by selecting "Download example."
   
   
   
4. Populate the template with company names following the provided structure.
   
   
5. Once completed, upload the modified file to Dasseti.

Using the correct format in the Excel template ensures a smooth upload process. For any issues, support is available.

Also view article: How are Companies linked to content on the platform?