Within Teamwork Desk, you can view and manage your companies via the site-level People area.

  1. Select People from Teamwork Desk's main navigation menu.
  2. Switch to the Companies tab.

Existing companies are displayed in a list view and include the company name, profile image, and contact details. You can also see the number of people (customers) associated with the company. Clicking a company's name brings you to the company details view.

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Search

Use the quick search field at the top of the view to search for a specific company, either by name or email address.

By default, the results count at the bottom of the view shows the total count of companies on your site. The count updates to reflect any search term or filters applied.

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You can also page through the results list using the arrows at the bottom of the view. Alternatively, you can select a specific page number to view or choose the first or last page options.

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Filter

Select the filters icon (Image Placeholder) in the top right to filter the companies based on creation date.

A filter panel opens to the right of the companies list where you can filter by created before a certain date.

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Configure columns

Click the plus icon on the right of the header row to choose which columns are displayed. Use the toggles to show or hide individual property columns.

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Add companies

Site admins and agents with the profile permission to manage companies can create new companies using the Add company button in the view's top right.

A window opens with fields for you to input the company name, domains, and Customer Portal permissions.

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Delete companies

Site admins and agents with the profile permission to manage companies can delete one or multiple companies.

Use the checkboxes on each company's left to select one or multiple companies to delete.

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Import companies

Site admins and agents with the profile permission to manage companies can import companies.

The company import option allows you to quickly add a list of companies to your site via a CSV file. 

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For more information, see: People