Company

Manage your organisation's top-level workspace in Proto.

Definition

A company is the highest organisational level in Proto, typically the workspace for a corporate or government entity.

All user accounts are connected to at least one company, and can be invited to multiple.

Subscription plans, add-ons, and billing details apply to the company level.


Settings

In the settings panel under the "Company" group, settings of the currently-viewed company can be accessed:

  • General — for basic options:

    • Avatar — the optional company avatar seen by its user.

    • Name — the company name seen by its users.

  • Sub-Companies — for creating and managing sub-companies.

  • Plan & Billing — for managing the company's subscription plan and billing.

  • Roles & Permissions — for creating and managing user roles & permissions.

  • Users — for inviting and managing users in the company.

  • Teams — for creating and managing teams of live representatives.


Switch Companies

If your user account's email address is a associated with more than one company, you can switch between them:

  1. In the toolbar, select your avatar > Change Company

  2. Select the desired company

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