Companies and Groups

Organize people by the company they work for, mark client companies, and build groups of teammates you can mention, assign or add to a project together.

Companies and groups are two ways to organize the people in your account. A company records where someone works: your team works at your account's company, and a client company holds the people you do work for. A group is a named set of teammates, such as Designers, that you can mention, assign or add to a project in one step. Owners and admins manage both from Admin, which you open by clicking your account's name at the top of the sidebar.

Companies

Every account has a primary company, made with the account and named after it. Owners, admins and members always belong to it, and no one else does: to give a team member another company, make them an outside collaborator or a client first (see Changing User Types). Renaming your account doesn't rename its company. Rename the company itself in Manage companies.

The People page lists people under their company, and anyone without one under Everyone else. A person's company also appears next to their job title on their card and on project people pages. Companies are also used to:

  • Hold your clients. Every client you invite by email belongs to a client company. See Working with Clients.
  • Pick several people from one company when you add people to a project, with Or pick people from a company…
  • Turn off private chats for everyone in a company, in Admin > Permissions (see Permissions)

Adding a Company

  1. Open Admin and click Manage companies.
  2. Under Add a company, type the Company name.
  3. If it's a company you do work for, tick This is a client company.
  4. Click Add company.

A new client company is also created when you invite a client and choose New company…. See Inviting People.

The Companies page in Admin, with the Add a company form, the Marlow & Co. client company, and the Assign a person to a company form

Putting People in a Company

On the same page, under Assign a person to a company, choose the Person and the Company, then click Assign. Choose No company to take someone out of their company. This is for outside collaborators and clients: your team stays in your account's company, and only the team belongs to it.

You can also set someone's company from People: click ••• next to their name, choose Edit info…, change Company, and click Save changes.

Renaming, Marking and Deleting Companies

Each company in the Companies list has:

  • Its name in a text box. Edit it and click Save to rename the company.
  • A count of the people in it.
  • A Client switch that marks it as a client company or a regular one. Only client companies are offered when you invite clients. The switch doesn't change anyone's user type: see Changing User Types for that.
  • Delete, which removes the company after you confirm. Its people stay in your account, without a company. This can't be undone. Your account's primary company can't be deleted or marked as a client company, only renamed.

Groups

A group is a shortcut for a set of teammates you often work with together. Clients can't be in groups. You can use a group to:

  • @mention everyone in it at once, like @Designers, in a message, comment or chat. Everyone in the group who can see the project is notified. See @-mentions.
  • Assign a to-do or card to everyone in it, or add them all to an event. The group is swapped for its members when you pick it, so changing the group later doesn't change earlier assignments.
  • Add everyone in it to a project from the project's people page. See Adding People to a Project.

A group only shows up in a picker while at least one of its members can still be added there.

Creating a Group

  1. Open Admin and click Manage groups.
  2. Type a Group name and click Add group.
  3. Click Edit members next to the new group, tick the teammates who belong in it, and click Save members.

The Groups page in Admin, with the Add a group form and the list of groups, which is empty

Changing or Deleting a Group

Click Edit members to add people to a group or take them out. Delete removes the group after you confirm. The people in it stay in your account, and this can't be undone.

People are taken out of every group when they become a client or are removed from the account.

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