Overview
The Companies feature allows a single Custr site to manage multiple organisations from within the same visitor management system.
This feature is commonly used in:
Managed office buildings
Shared workspaces
Innovation centres
Business parks
Multi-tenant properties
For example, a building may operate one Custr site while hosting multiple companies within the same location.
Visitors can then select either a company or an employee within a company during the check-in process.
This helps organisations manage visitor notifications and host information more effectively when multiple businesses operate from the same site.
How Companies Work
When enabled, Companies become available within the Directory section of the dashboard.
Each company can contain:
Employees
Contact information
Additional notification recipients
Company branding information
Employees can be assigned to a company, allowing visitors to easily identify who they are visiting.
For example:
Adam Jones (MediaBase)
Jane Smith (Lancaster Court)
During visitor check-in, the company name is displayed alongside the employee name, making it easier for visitors to select the correct host.
Enabling Companies
The Companies feature is disabled by default.
To enable Companies:
Navigate to Configuration > Settings
Select the Features tab
Scroll down to Multiple Companies
Tick the checkbox
Wait for the system to Auto Save
Once enabled, a new Companies directory will appear within the dashboard.
How to Add a Company
To add a company:
Navigate to Directory > Companies
Click the + icon
Select New Company
Enter the company details
Click Save
The company will now be available for employee assignment and visitor hosting.
Company Information
Company records can store:
Company name
Email address
Phone number
Address
Logo
Additional notification recipients
This information can be updated at any time.
Assigning Employees to a Company
Employees can be linked to a company to help visitors identify who they are visiting.
To assign an employee to a company:
Navigate to Directory > Employees
Create a new employee or edit an existing employee
Locate the Company field
Select the required company
Click Save
Each employee can only be assigned to a single company at a time.
Visitor Check-In with Companies
When Companies are enabled, visitors will see additional options when selecting who they are visiting.
Visitors can:
Search for a company
Search for an employee
View the company name alongside employee names
For example:
Adam Jones (MediaBase)
Jane Smith (Lancaster Court)
This makes it easier for visitors to identify the correct host when multiple organisations operate from the same location.
The overall visitor journey remains unchanged.
Additional Notification Recipients
Companies can have additional notification recipients assigned.
Additional recipients are commonly used for:
Shared inboxes
Reception teams
Company administration teams
General enquiry email addresses
To configure additional recipients:
Navigate to Directory > Companies
Select the company
Click Edit
Locate Additional Recipients
Add the required email addresses
Click Save
A recipient can be assigned to multiple companies if required.
Company Notifications
Notifications behave differently depending on who the visitor selects during check-in.
If a Visitor Selects a Company
The company’s additional notification recipients will receive the notification.
For example:
Visitor → MediaBase
The recipients configured against MediaBase will be notified.
If a Visitor Selects an Employee
The employee will receive the notification.
Any additional recipients configured against the employee record will also receive the notification.
For example:
Visitor → Adam Smith (MediaBase)
The notification will be sent to:
Adam Smith
Any additional recipients configured on Adam’s employee record
Company notification recipients are not notified when a specific employee is selected.
Reporting and History
When Companies are enabled, company information is included throughout the platform.
This may include:
Visitor history
Reports
Attendance records
Visitor host information
This allows organisations to see both:
Who a visitor came to see
Which company they were visiting
Archiving Companies
Companies that are no longer required can be archived.
When a company is archived:
It is removed from the active Companies directory
Historical records are retained
The company can be restored later if required
Archiving is recommended when a company leaves the site but historical records still need to be retained.
Deleting Companies
Archived companies can be permanently deleted if required.
Please note:
Deleted companies cannot be recovered
Historical records may still reference the company name
Deletion should only be used when the company record is no longer required
Common Uses for Companies
The Companies feature is commonly used by:
Managed office providers
Business centres
Shared workspaces
Innovation hubs
Multi-tenant office buildings
Commercial property operators
It is particularly useful when multiple organisations share the same reception area and visitor management system.
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Important Notes
Companies are disabled by default and must be enabled from Features.
Employees can only belong to one company at a time.
Visitors can select either a company or an employee during check-in.
Company names are displayed alongside employee names during visitor check-in.
Additional notification recipients can be configured for both companies and employees.
Company information is available within reports and historical records.
Archived companies can be restored if required.