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Manage company and department profiles
Manage company and department profiles

Create and manage company and department profiles to connect to your user's accounts

Updated over a week ago

You can use company and department profiles to separate users in your community in different groups of people. These groups will be visible in the (web) app and can help your stakeholders to find the person they're looking for and to share information about their company.

How can I add a new company or department profile?

Your organisation may be expanding with more members, departments or branches. You can add new company or department profiles by following the next steps:

  • Navigate to the Companies/Departments overview in the Dashboard.

  • Click the Add button at the top of the screen.

  • Enter the profile fields with the desired information.

  • Click Save to save the profile.

How can I edit a company or department profile?

You can edit company or department profiles by following the next steps:

  • Navigate to the Companies/Departments overview in the Dashboard.

  • Edit the profile.

  • Enter the profile fields with the desired information.

  • Click Save to save the profile.

How can I connect a user to a company or department profile?

You can connect a user to a company or department profile by following the next steps:

  • Navigate to the Users overview in the Dashboard.

  • Edit the user profile.

  • Edit the company or department field and select an option in the dropdown.

  • Click Save to save the user profile without sending an invite.

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