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

Go to the People area of your site and select the Companies subsection to view a list of your current companies.

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The companies will be displayed in a list view and include the company name, profile image, and contact details. You can also see a count of the number of people associated with the company. 

Clicking a company's name will bring you to the company details view.

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Above the list of companies, you can use the quick search field to search for a specific company, either by name or email address.

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The results count below the quick search field will show the total count of companies on your site by default. The count will updated to reflect any search term or filters applied.

At the bottom of the Companies tab, you can page through the results list using the arrows to go to the next page of results. Alternatively, you can select a specific page number to view or choose the first or last page options.

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Filtering

To filter the list of companies, select the filters icon in the top right.



A filter pane will open to the right of the companies list where you can filter by:

  • Created before - view only companies created in your Teamwork Desk site before a certain date.

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You can save your selected custom filter conditions so you can easily apply them in future. They can be accessed via the Saved Filters tab.



Managing columns

To the right of the column headings for the companies list, you can click the column options icon to choose which associated columns you want to view.

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Adding companies

In the top right corner of the Companies area, you can use the + Add company button to add a new company to your site.

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A modal will open, with fields for you to input the company name, domains, and Customer Portal permissions.



Importing 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