Manage groups and companies

Maintain reusable groups, company membership, and company-level feature context.

Manage approval groups

1. Open Settings > Company > Groups. Create a group when several people share an approval responsibility.

2. Use a business name. Prefer a name such as “Regional controllers” or “AP managers” that explains who should belong.

3. Maintain membership. Add active company people who can perform the intended decision and remove people whose responsibility changed.

4. Check affected policies. A group can be referenced by approval policies. Review those policies before changing or deleting the group.

Manage companies

Open Settings > Organization > Companies to review the companies in the organization and the controls available to your role. Organization membership does not automatically give a person access to every company. Assign people and company roles from the member or company settings.

Company features, fields, and integration state can differ. Confirm the selected company before troubleshooting a missing workspace, field, tab, or action.