Default Companies allow account administrators to create standardized company records that can be reused across projects and project templates. This helps reduce repetitive setup work and keeps company information consistent throughout your account.
Who Can Use This Feature?
- Plans: Business and Business Plus
- Permissions: Account Managers
- Platform: Web
Access the Default Companies Tab
- Navigate to the Templates tab in your account.
- Select Default Companies.
If no companies have been created yet, you'll see an empty state prompting you to create your first company.
Create a New Default Company
- Click + New company.
- Enter a unique Company name.
- Enter a unique Company code (maximum 5 characters).
- Optionally enter the company's address.
- Click Add company.
Note: Company names and company codes must be unique.
Edit a Default Company
- Select the company's more options (⋮) menu.
- Choose Edit company.
- Update the company information.
- Click Save.
Search Default Companies
Use the search field to locate users by:
- Name
- Email address
Companies containing matching users expand automatically while non-matching companies are hidden.
Good to Know
- Default Companies are sorted alphabetically.
- Company codes are limited to 5 characters.
- The Default Companies tab appears only on Business and Business Plus plans.
- New companies become available immediately throughout the account.