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Companies

Learn about the option to enable, add and edit Companies on the Custr dashboard

Updated yesterday

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:

  1. Click the Features

  2. Scroll down and tick Multiple Companies


How to Add a Company

To add a new company, follow the steps below:

  1. Click the + icon

  2. Select New Company from the dropdown

  3. Enter the company details

  4. Click Save


How to Add an Employee to a Company

To add an employee to a company, follow the steps below:

  1. Click the + icon

  2. Select New Employee

  3. Enter the employee details

  4. Scroll down to Company and select the relevant one

  5. Click Save


How to set up Notifiable's for Companies

To set up notifiable staff for a company, follow the steps below:

  1. Click on the company you want to add notifiable for

  2. Click Edit in the top right corner

  3. Go to the Notifiable section and select the staff members to add

  4. Click Save

Please Note: Staff members can be set as notifiable for more than one company.

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