In the Manage Companies window, select the Company you would like to edit, then click on the pencil icon in the toolbar to open the Edit Company window. 

The project owner or  Admin will be able to manage all the Team Members of any Company.

Any user assigned Company Manager privilege will be able to manage Project Members of his own Company as well.  

In the Edit Company window, you can either Edit Company Details or Add Employees to the Company

Employees will show in the Team Members Section within the selected Company.



You also have the option to Edit Company information on your Mobile Device.  In the Manage Companies Section, click on the Triple Dot Menu.  In the Edit Company screen,  make your edits and click 'Save' to save your edits.

How To?

How to Add a New Company

How To Edit a Company

Project Settings:

Project Info

Project Team


Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories

Skills & Certs




Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

PRO™ Settings:

App Studio

Report Manager


Admin Settings:

AnyConnect Device Manager

Permission Groups

Last Updated: Mar-02-21