Manage company members and managers

Your workspace members can be added to companies.

How to create a company?

Open Community, press "More" button top right, and select Create Company. Type company name and confirm.

Company members and managers

Companies can have members and managers.

Role Company Member Company Manager
Change company business information -
View and spend company credits
View company transactions If enabled.
Grant access to view company transactions -
Pay with company bill If enabled.
Grant access to pay with company bill -
Receive and pay by company bills -

How to add or remove company members?

To add a member to a company, follow these steps:

  1. Open Community and select a company.
  2. Locate Company Members section and press Select.
  3. Check or uncheck members and press Save.

How to add or remove company managers?

First add the person as a company member. Then follow these steps:

  1. Locate Company Managers section and press Select.
  2. Check or uncheck members and press Save.

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