What are some best practices when using Company management?

  • Understand Roles: Understand the restrictions and permissions of User Roles. Know which responsibilities you grant Users with diverse Roles. Read the following document.
  • Regular Updates: Keep your company and Location information current to reflect any organizational changes. You don’t want an employee that is not with the company anymore to have Admin access to a Location, since it can delete the entire Location. This will result in (temporary) losing all data. 
  • Assign Multiple Admins: Having more than one Company Admin ensures smooth management and coverage during absences.
  • Utilize Tabs for Organization: Use the 'Companies' and 'Locations' tabs to maintain a clear overview and streamline management tasks.