Manage companies

​

View companies

1. Click “Companies” in the sidebar
2. You see all companies as cards or in a list view
3. Use the search bar to filter by name
4. Super administrators can additionally filter by firm
5. Click a card or list column to change the sort order

​

Create a company

1. Click “Add company”
2. Fill in the form:
   • Name (required) – The name of the company
   • Description – Optional, for example the industry or notes
   • Industry – Selection list of industries
   • Company size – Small, medium, large
   • Firm – Assignment to a tax advisory firm
   • DATEV client number – The client number at DATEV (optional)
   • Logo – Upload a company logo (PNG or JPG, max. 1 MB)
3. Click “Save”

​

Edit a company

1. Click the edit icon on a company
2. Change the desired fields
3. Save the changes

​

Assign user access

1. On a company, click “Access”
2. You see a list of all users
3. Check the users who should receive access
4. Uncheck to revoke access
5. Changes take effect immediately

​

Assign multiple companies at once

1. Select multiple companies using the checkboxes
2. Click “Assign user”
3. Select the user
4. Confirm the assignment

​

Delete a company

1. Click the delete icon on a company
2. Confirm the deletion