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Company at a glance

What the Company hub is: master data that feeds planning, assignment, and invoicing�without a thin feature page per submenu.

Outcome

You know why Company comes before day-to-day planning and which menu item to open next.

Who it's for

Company admin

Prerequisites

  • Access to Company in the app

Steps

  1. Open Company in the main menu.
  2. See the hub cards: profile, team, industries, services, ORT.
  3. Pick one menu item and finish it via the short tutorial below.
  4. Click-by-click depth lives in the Help Center (md articles).

Go deeper

Need every click path and screenshot? Open the matching Help Center guide, or get in touch.

Visuals

Company hub: starting point for master data.

Company hub: starting point for master data.

See how this works on your chain?

The demo opens in a new tab: a fictional agency, no account needed.