Company Structure

A company account can be set up to reflect the structure of the business. Initially, the company structure includes only the company admin, but can be expanded to include teams of users. The users can be associated with teams, or organized within a hierarchy of divisions and subdivisions within the company.

Company Structure with Divisions

In the customer’s account dashboard, the company structure is represented as a tree, and initially consists of only the company admin.

Company Structure with Company Admin

When the account is created, the company administrator can use the company email address, or be assigned a different email address.

It’s possible that the person who serves as company administrator has multiple roles within the company. If a separate email address is entered for the company administrator, the initial company structure includes the company admin, plus an individual user account in the name of the company admin. In such a case, the company administrator can sign in to the account as the company, or as an individual user.

Company Structure with Admin and User Account

The full company structure is reflected in the Companies and Customers grids. The Companies grid lists all companies regardless of status. The following screenshot shows accounts for two companies: the “ABC Company” and the “XYZ Company.”

Companies Grid

The following screenshot shows the Customers grid with the initial company admin accounts for the “ABC Company” and the “XYZ Company.”

Customers Grid

After creating the account, the company admin must define the company structure of teams, set up the company users, and establish roles and permissions for each.