Company Management

Tenant records, contact details, hierarchy, and branding.

Each Company (or Client, Department, Site — whatever terminology your workspace uses) is the top-level container for all tenant data. Company records store contact information, address details, notes, and a logo.

Company Record Fields

Field	Description
Name	Display name
Slug	URL-safe identifier (auto-generated, editable)
Type	`CLIENT`, `PROSPECT`, `VENDOR`, `INTERNAL`, `PARTNER`, or `OTHER`
Notes	Rich-text freeform notes
Quick notes	Short plain-text notes shown in the list view
Contact name, title, email, phone	Primary point of contact
General email, phone, fax, website	General contact details
Address	Street lines, city, region, postal code, country
Logo	One uploaded image per company
Parent	Optional parent company (hierarchy)
Sticky note	Optional banner (plain text, up to 300 characters) with Info, Warning, or Critical severity; when set, shown at the top of admin pages for this company

Company Types

The type field classifies tenants for filtering and reporting:

Type	Typical use
`CLIENT`	External paying customer
`PROSPECT`	Sales pipeline
`VENDOR`	Supplier or service provider
`INTERNAL`	Your own organisation
`PARTNER`	Business partner
`OTHER`	Catch-all

Parent-Child Hierarchy

Companies can be nested under a parent company to model organisational structure (e.g. a corporate parent with subsidiary sites). Cycle prevention is enforced — a company cannot be its own ancestor.

Starred Companies

Operators can star companies to pin them to their personal dashboard. Starred companies appear prominently in the navigation for quick access.

Sticky notes

Each company can have a sticky note: a short reminder that stays visible while you work in that tenant’s admin area. Configure it under Company → Settings, in the Sticky note panel:

Severity — Info, Warning, or Critical (banner colour and emphasis; Critical is announced to screen readers as an alert).
Message — Plain text only (no rich formatting), maximum 300 characters. Leave it empty to hide the banner.

When a message is set, it appears as a coloured strip above the breadcrumbs on every admin page for that company, scroll-pinned with the header so the note and navigation stay together.

Configurable Terminology

The word "Company" is the default terminology but can be changed workspace-wide from Admin → Settings. Common alternatives:

Client (MSP use case)
Department (internal IT)
Tenant (multi-tenanted SaaS)
Site (physical locations)
Organisation
Custom (any term)

The terminology change is cosmetic — URL routes, API paths, and database columns remain company / companies regardless of the configured term.

Every company is the parent of: