Company Space
What it is
A Company Space is a workspace for a single organization. It's where employees and team members work together on company business: manage employees, organize tasks, track metrics, and collaborate.
Who uses it
Employees, team members, and owners working within a single company.
What's different about it
A Company Space is focused on one organization. Unlike Adviser Space or Group Company Space (which manage multiple companies), everything in a Company Space belongs to that one organization.
Key features
- Employee directory — browse and manage team members
- Payrolls — each employee profile has a Payrolls tab listing their pay runs (see Payroll)
- HR provider sync — connect Gusto, Rippling, ADP, BambooHR, Workday, or 200+ others so the employee list stays current automatically (see HR Provider Sync)
- Task management — create and track work items
- Dashboard — view company metrics and status
- Member roles — control who can see and edit what
- Comments and mentions — collaborate on tasks and documents
- Custom attributes — add domain-specific fields (risk level, department, etc.)
- File attachments — store documents and reference materials on tasks
- Plugin features — if enabled, access Finance, Product, or Project Management capabilities
- Notifications — get alerts on assignments, mentions, and updates
Settings
Company admins can open Settings for the Space to manage Profile, Billing, Documents, and Integrations (where HR Provider Sync lives).
Related
- Adviser Space — multi-company workspace for advisers
- Group Company Space — parent company / portfolio management
- Initiative Space — project team workspace
- HR Provider Sync — keep the employee directory in step with your payroll system
- Spaces — overview of all space types
- Inviting Someone to Your Space — add members