A Company is a fully standalone workspace inside your account. The dropdown in the top-right of the app (showing General by default) switches between companies. Each company is self-contained — nothing is shared between companies, including reminders, contacts, document types, users, and templates. Only the account owner (master admin) can create additional companies and add users to each.
What a company is for
Use multiple companies to keep data cleanly and completely separated, for example:
- An agency managing several clients.
- A group with multiple legal entities or franchises.
- Branches that shouldn't share contacts or reminders.
The number of companies you can have is set by your plan and can be increased with add-ons.
What happens next
- Switching companies via the top-right selector changes which company's data and settings you see.
- Because nothing is shared, you set up document types, templates, contacts, and users separately in each company.
Edge cases & gotchas
- Only the master admin (account owner) can create companies and assign users to them.
- Contacts can't move between companies directly — export from one company and re-import into another.
- The default company is named General and can be renamed.
- Ownership can be transferred to another user.
Related questions
- What is the "General" dropdown at the top right? It selects the active company/workspace.
- Can I separate two clients' data completely? Yes — give each its own company; nothing is shared.
- Is a company the same as a department? No — a company is a separate workspace; a department is a team within a company.
- Can I rename "General"? Yes.
- Can I hand the account to someone else? Yes — ownership can be transferred.