Overview
This article explains the Companies feature within your Custr dashboard, detailing how to enable and manage multiple companies. Learn how to add companies, assign employees, and set up notifiable staff to ensure seamless visitor notifications.
How to Enable Companies
To enable the Companies feature, follow the steps below:
Navigate to Configuration > Settings
Click the Features
Scroll down and tick Multiple Companies
How to Add a Company
To add a new company, follow the steps below:
Navigate to Directory > Companies
Click the + icon
Select New Company from the dropdown
Enter the company details
Click Save
How to Add an Employee to a Company
To add an employee to a company, follow the steps below:
Navigate to Directory > Employees
Click the + icon
Select New Employee
Enter the employee details
Scroll down to Company and select the relevant one
Click Save
How to set up Notifiable's for Companies
To set up notifiable staff for a company, follow the steps below:
Navigate to Directory > Companies
Click on the company you want to add notifiable for
Click Edit in the top right corner
Go to the Notifiable section and select the staff members to add
Click Save
Please Note: Staff members can be set as notifiable for more than one company.