Manage companies
The Companies page lists the companies that belong to your organization and gives you a direct path to each company's settings.
Who can do this
The companies and actions you see depend on your organization permissions.
Open a company's settings
- Select Settings in the main navigation.
- Under ORGANIZATION, select Companies.
- Find the company in the table by its Name, Owner, Status, or Created value.
- Open the row action at the right end of that company's row and select Open settings.
What you should see
Clerked opens General under COMPANY. The company settings shown there apply to the selected company.
If you work with more than one company, you can also use the company switcher in the top bar. Your role and access can differ by company.
If something goes wrong
- If Companies is missing, your organization role does not include access to that Settings destination. Ask an organization administrator for help.
- If a company is missing, confirm that you are signed in to the correct organization.
- If Open settings opens the wrong company, use the company switcher to confirm the current company, then try again.