Companies are managed at Manage → Companies. Use the top-right company selector to switch between them (master users also see a Manage… option there). Each company has its own item, contact, and Drive storage limits drawn from your account-level subscription pool — limits aren't per-company quotas, they're slices of the overall account allotment. Only master users (Owner or Privileged Administrator) can create or delete companies, and a company can only be deleted if it isn't the default, has no active items, and has no users associated with it.

Switch between companies

The top-right selector shows the current company. Click it to:

  • Pick a different company from the dropdown.
  • (Master users only) Click Manage… to go to the Companies management page.

Everything in the app switches to the selected company's data — Explorer, Dashboard, Drive, Calendar, settings, users, and templates.

Create a new company

  1. Go to Manage → Companies.
  2. Click Create Company. The page heading shown is Create New Company.
  3. Enter the Company Name and any other initial settings.
  4. Save.

The new company is added to the selector. It starts empty — no contacts, document types, templates, users, or reminders carry over from other companies.

Rename a company

The default company is General until renamed.

  1. Go to Manage → Companies.
  2. Open the company you want to rename.
  3. Update the Company Name and save.

Add users to another company

To give an existing user access to another company:

  1. Go to Users.
  2. Open that user's Permissions.
  3. Select the company you want to add them to.
  4. Choose permissions to grant in that company.
  5. Select at least one department they can access.
  6. Save.

If you don't select any permissions for a company, that company access is disabled for the user. Department selection is required for access — see Manage departments.

Delete a company

Company deletion is master-user only and blocked unless all of the following are true:

  • It's not the default company.
  • It has no active items.
  • It has no users associated with it beyond the master user.

If those conditions are met:

  1. Go to Manage → Companies.
  2. Open the company's row action menu and choose Delete.
  3. Confirm.

When deletion is allowed, the company itself, its company settings, its email/SMS templates, and the user-company access records are soft-deleted or disabled.

If deletion is blocked, the message will indicate why. To make it deletable:

  • If it's the default, make a different company the default first.
  • If it has active items, archive or delete the items.
  • If it has associated users, remove those users from the company (clear their permissions and department selections for that company).

What happens next

  • A new company is immediately ready to use. Set its Settings → General (timezone, date format, language) and create your initial document types, templates, sequences, and users.
  • Switching companies switches the entire app's context.
  • A soft-deleted company is removed from the active selector; data isn't immediately purged, but it isn't recoverable through normal UI.

How plan limits work across companies

Your subscription is account-level — it doesn't sit at the company level. Each company receives an allotted share of the account's overall limits for:

  • Items (tracked reminders)
  • Contacts
  • Drive storage

Each company then enforces its own slice of that pool. So if your plan allows 50 contacts total and you have two companies, you might allot 30 to one and 20 to the other — it's not 50 per company. Adjusting allotments and seeing usage is done from the Subscription page.

Edge cases & gotchas

  • Nothing is shared across companies. Document types, templates, sequences, tags, departments, contacts, users — all per-company. Plan accordingly.
  • Contacts can't move between companies. To reuse a contact, export it from one and re-import in the other.
  • One subscription, multiple companies. Plan limits, add-ons, and Message Credits all live at the account level and are sliced across companies you create.
  • Only master users can create or delete companies. A Privileged Administrator within one company can spin up new companies if they have master-user status, but a non-master Editor cannot.
  • Companies can't be merged. If two companies' data needs to combine, the path is export-and-reimport, then delete the now-empty source company.
  • Ownership transfer isn't supported. If the Owner needs to leave, contact support to discuss options.

Related questions

  • How do I create a new company? Manage → Companies → Create Company → name → save (master user only).
  • How do I switch between companies? Use the top-right selector. Master users can also pick Manage… to go to the Companies page.
  • Can I share contacts between companies? Not directly — export and re-import.
  • How many companies can I have? Up to your plan's company limit, expandable with add-ons via My Subscription.
  • How do I add an existing user to another company? Open their User Permissions → select the company → choose permissions → select at least one department → save.
  • What happens to plan limits across companies? Limits live at the account level. Each company is allotted a share for items, contacts, and Drive storage from the overall pool.
  • Can I delete a company? Yes — master users, but only if it isn't the default, has no active items, and has no associated users.

Related articles

Companies & Workspaces explained · My Subscription · Manage departments · Invite a user · Export contacts (and move them across companies)