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What is a Company Manager and How does the Company page work?
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Your company's Huddle account is managed by a hierarchy of users: Company Managers, Administrators and Workspace Managers.
To find out more about the differences between these levels of administration, you can see a full guide here.
This article concerns the functions of Company Managers only. This article will help you understand:
How to search and sort users and workspaces
How to remove individual users
How to add users to workspaces
How to change your company name and enable Public Link
How to enable an Email allow list and set up your internal email domains
User statistic reports on the Company Manager page
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I) What is a Company Manager?
Company Managers have access to the complete list of users from all the separate Huddle accounts that exist under your company. They can also see a list of all the workspaces that exist under these accounts.
They are able to remove users from multiple workspaces and accounts in one click as well as invite new users into workspaces. Company Managers also control whether or not Public Link is enabled for your company and if you have an email allow list covering some or all of your workspaces.
If you are a Company Manager you will be able to access the company page by clicking on the white arrow next to your profile and then selecting your company name in the drop down list.
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II) How to search and sort users and workspaces
a) To search and sort users you will need to be on the members tab of the company page. You will need to be on the workspaces tab to do this for workspaces.
b) On the people tab and workspace tab you can type in the name of what you are searching for and the list will be filtered to show you relevant results.
c) You can sort your users of workspace list by clicking on the arrows next to the search box. On people you have the option to sort by most recently logged in and least recently logged in and on the workspace tab you can sort by created date and number of members.
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III) How to remove individual users
TIP: Please note that removing a user from the company list will remove them from all the workspaces in which they are a member across all your company's accounts.
a) Go to the people tab in your company page.
b) Once you have located the user that you wish to remove from the company, hover your cursor over the user. The Actions menu will become visible. Select Remove member from the drop down menu.
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IV) How to remove Multiple Users
TIP: Please note that removing a user from the company list will remove them from all the workspaces in which they are a member across all your company's accounts.
a) Go to the members tab in your company page.
b) Select the members you would like to remove from your company in the user list by clicking on them, they will be highlighted in grey to show they have been selected. To the right of the search box is a clear selection button which removes all selections if you want to start over.
c) These users will also appear in a list to the right hand side of the screen. To remove them all at once, click on the Remove from company button.
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V) How to add a Company Manager
a) Go to the members tab on your company page.
b) Locate the person you would like to be a Company Manager. Hover over this user then click on the Actions menu. Finally, tick the Company Manager box in the drop down menu that opens.
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VI) How to add users to workspaces
You can add users to workspaces quickly and easily from the Workspaces tab in the Company Manager page. Click here to see a full guide to invitations from the Company Manager page.
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VII) How to change your company name and enable Public Link
a) There is a cog icon that says Settings to the right of the tabs you use to navigate your company page. Click on this to open the window that will allow you to change your company name and enable public Link for your company.
b) To change your company name simply edit the content of the text box under the general tab and to switch on Public Link, simply tick the check box displayed in the Public Link tab.
For a step by step guide to how to set up Public Link, click here.
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VIII) How to disable a public file
a) To disable a public file that you no longer want to push out to the web go to the Public Link tab on your company page.
b) You will see a list of all the files under your company that have been made public. To disable a file from being public, hover your cursor over it, click on Actions and select Disable from the drop down menu.
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IX) How to enable an Email allow list and set up your internal email domains
Email allow lists can be enabled underneath the Security tab.
For a full guide to setting up and using the Email allow list, as well as other features of the Security tab click here.
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X) User statistic reports on the Company Manager page
a) As a Company Manager you have the ability to access reporting functionality from the People and Workspaces tabs. You can choose to download a complete list of users or list of workspaces at any time in .CSV format. This will allow you manipulate the data in Excel or other similar programmes.
b) To find the download .CSV buttons, navigate to your company page and look at the top of the blue panel on the right hand side.
c) Click on the download button to either open or save the spreadsheet in your PC.
d) The details you will have on the spreadsheet from the People tab are: first name, last name, role, last log in date, if the user is a Company Manager or not and if they acceped their invitation to Huddle.
The details you will have on the spreadsheet from the Workspaces tab are: workspace name, number of members, creation date, number of workspace managers and email addresses of the workspace managers.