- Administration
- Companies
- Assign or unassign company key contacts
Assign or unassign company key contacts
Learn how to assign or unassign users as company key contacts via the web app.The Companies feature is currently in Early Access. If you're interested, go to the web app, select Companies from your organization name on the lower-left corner, and click Get Early Access.
Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.
What is a key contact in a company?
A company key contact is someone from a contractor company who is responsible for managing their company profile and handling administrative tasks on behalf of your organization. As a key contact, they can upload and maintain documents, receive notifications for expiring documents, and update information to keep it accurate and compliant with your organization’s requirements. This helps contractor companies stay accountable for their own records, reducing administrative work for your team.
You can assign a company key contact while adding a new company.
Assign a company key contact
Click your organization name on the lower-left corner of the page and select Companies.
Select a company.
Click Workers tab in the company profile.
Click
on the right-hand side of the user's row and select 
Assign as key contact.
Unassign a company key contact
Click your organization name on the lower-left corner of the page and select Companies.
Select a company.
Click Workers tab in the company profile.
Click
on the right-hand side of the company manager and select Assign as member. By default, members will not be able to view the company profile.
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