Managing Company Settings and Contacts

Creation date: 11/10/2021 3:03 pm    Updated: 21/8/2026 4:56 pm

The Company record contains organisation-wide information, contacts, documents, notifications and configuration used across Engage.

Before you begin

You must have the Admin: Companies authority to view or edit Company settings.

Quick steps

  1. Go to Customer Admin > Organisation > Companies.
  2. Select View to access Company tabs, or Edit to change Company details and contacts.
1 Maintain Company details

The Company is normally created during implementation. Use Edit to maintain the Company information and key contacts.

2 Assign Company contacts
  • Admin Employee Contact: the main Engage administrator used in selected emails and workflows.
  • Health & Safety Employee Contact: can access Company incidents, Hazards and Feedback, and receives notifications for incidents recorded at Other locations.
  • QA Compliance Contact: can access and investigate QA Events.
  • Payroll Managers: may access employee documents shared with Payroll Managers.
  • Asset Managers: can administer Company assets and receive maintenance expiry notifications.
  • Hazardous Substance Managers: can maintain Company hazardous substance records.
  • Over-allocation Action Approvers: can participate in configured Uniform approval workflows.
3 Use the Company tabs

Select View beside the Company to access Policies, Procedures, Certificates, Leave Balance Sheets, Organisation Chart, Critical Risks, Notifications and Quick Links.

Related setup articles

Need help? Contact support@engagesolutions.co.nz.