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Manage multiple companies in Workforce

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Written by Sophie

Switch between company profiles and manage the correct company data.

If you are a member of two or more companies, as an admin or an operator, Workforce shows a company dropdown.

Step 1: Select the company

Use the company dropdown at the top of the sidebar to select the company you want to manage. On a phone, open the profile menu in the bottom bar and pick the company there.

The dropdown in the sidebar switches between your companies

The dropdown in the sidebar switches between your companies.

Step 2: Work for that company

Workforce opens Jobs for the selected company. Jobs, Workers and Companies now display data for that company. Switch companies in the dropdown whenever needed.

Please note

Assign workers from the company that they work for. Each company assigns its own workers, see Assign work to a subcontractor.

A few things to remember

  • Accept the job before you assign workers.

  • Each company assigns its own workers.

  • Check the worker and company tasks before arrival. Some worker tasks must be completed on site.

  • Upload documents in the task again. Workforce does not share worker documents with tasks yet.

  • Use Details to see your job and all levels below it.

  • Before you send a task reminder, check when the last reminder was sent. See past reminders in the job Activity tab.

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