Setting Up Multiple Companies in Engage
A single Engage site can contain multiple companies where related businesses operate largely independently.
Use a separate Company only when records, reporting, incidents and employees need to remain separate. If the business areas need shared records or combined reporting, consider adding a Branch instead.
Users who switch between companies require the Admin: Organisation authority.
Quick steps
- Go to Customer Admin > Organisation > Companies.
- Select New and complete the required fields.
- Use the company selector at the top-right of Engage to move between companies.
Select New from the Companies screen and complete the form. Fields marked with a red asterisk are required.
Select the company name at the top-right of Engage and choose the company you want to work in.
Always check the selected company before creating employees, incidents or other records. Data entered under one company is not visible in another and cannot be transferred between them.
What is shared between companies?
Contractors, Uniform Products and Suppliers, Roles, and Form Templates can cross over between companies. Other setup information must be created separately for each company.
