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Account and Access

Company management

Owners and admins with full configure access reach a company-wide dashboard, separate from any single settings page.

  1. Read the stat cards.
  2. Jump to a common task from Quick Actions.
  3. Read the company info card.
  4. Read Recent Activity.
  5. Read the permission change log.

Company Management: team, active job, open invoice, and revenue stat cards; Quick Actions; a company info card; a recent activity feed; and, for anyone who can manage the team, a log of every role and permission change.

This dashboard does not switch between companies; a Conduit login belongs to one company, and a sub-contractor’s mirror projects for a general contractor stay inside that same login, not a separate one to switch to. See Team & Permissions for roster management, and Projects for how mirror projects work across companies.

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