Within Teamwork Desk, you can
view and manage your companies via the
site-level People area.
- Select People from Teamwork Desk's main navigation menu.
- 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.
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.
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.
Filter
Select the filters icon (
) in the top
right to filter the companies based on creation date.
) 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.
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.
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.
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.
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.
For more information, see: People