The Company Admin page is a centralized location for managing company-wide settings. It allows admins to control structure, permissions, integrations, and standards. When making changes here, they will impact all projects across the company.
To access the Company Admin Page, click the Admin icon from the Global Navigation Menu. Within the Company Admin Page, there is a menu bar at the top:
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Project Metadata |
Add and Manage Custom Categories for your Project. Drag and drop to reorder. |
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Company Configuration |
Company-wide Settings for Schedules, Projects, Delay Analysis and more. |
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Users |
Add and Remove Users, and Manage which Projects They Have Access To. |
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Groups |
Create and manage groups for your organization with project access and permissions |
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Integrations |
Supercharge your workflow and connect the tools you use every day. |
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Quality Profiles |
Create and update profiles for how you want to evaluate schedule's quality |
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Checklists |
Create and manage checklists for your schedules |
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Plan Management |
View and manage project plan allocations across your organization |
Best Practices
- Limit Company Admin access to key personnel
- Establish naming conventions for metadata
- Review users and groups quarterly
- Align quality profiles with internal standards
- Document changes to company-level settings