Company administration stores the organization's basic profile and the departments used to organize employees and projects.
Notice: Company administration access is required. Accounts can use a customized label instead of department.
Update company information #
Browse to Admin Company Company Information.
- Open Admin, then Company.
- Select Company Information.
- Update Name, address, country, postal code, and phone as needed.
- Select Save.
Company information is separate from the subscription billing contact and billing address.
Create or edit a department #
Browse to Admin Company Departments.
Departments provide a consistent way to group employees and projects for administration and reporting. Use names that match the organization structure users already recognize.
- Open Company, then Departments.
- Create a department or open an existing one.
- Enter Name.
- Enter Accounting ID when the organization uses it.
- Select Save.
See where a department is used #
Open a department's Employees or Projects area to review related records. Include archived records in the list when you need to understand historical use.
Archive, restore, or delete a department #
Archive a department to remove it from new employee and project records. Restore it if administrators need to select it again.
Warning: Delete is permanent and may be blocked when a department has related records. Archive a department instead if it has been used by employees, projects, time, expenses, or reports.