> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finanzdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage companies

> Create, edit, and assign client companies

As an administrator, you manage the client companies in FinanzDash. Each company can have its own dashboards, data sources, and reports.

## 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

To give a user access to a company:

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

Super administrators can assign multiple companies to a user 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

When you delete a company, all associated dashboards, data sources, and reports are removed as well.