Company setup
Create a Company
Set up the Company that will organize contractors, time, reviews, amounts owed, and payment status.
What a Company is
A Company is the shared area where authorized people manage contractors and the work connected to them. Company records are separate from the private records in My business.
Create the Company
- Sign in and open the Company setup page.
- Enter the Company name, locale, time zone, and currency requested on screen.
- Choose Create company.
- Review the new Company home.
Your first useful step
If you can manage people, choose Invite a contractor. You can then add agreements, record time, and connect the records needed to review what the Company owes.
Company access
The person who creates the Company becomes its Owner. Other people see only the areas their Access role and Permissions allow.