The Company Dashboard unifies multiple individual accounts under a single Company Account. As a company admin, you can manage company-wide settings, overrides, and user access from one central location.

Floify also allows you to manage multiple companies under a single organization. Organization admins gain seamless access and administrative control across all associated company accounts.

Additionally, Limited Admin Access allows you to give users visibility into all loans across your company or organization without granting them full access to settings and administrative tools.

To set up an organization or configure organization admin permissions, please contact our support team at [email protected].

The organization dashboard allows admins to access the various company dashboards under the organization structure, adjust admin access, perform organization cloning, and view events and setting. Read about that here: Access the Organization Dashboard

To access your organization choose the dashboard name in the upper right-hand corner and select the option to navigate to the Organization Dashboard:

Select Organization Admins to view and adjust organization admins:

On the Organization Admins page, you can give each admin access to Prospects and loans only, or Full access to everything available. You can remove admins with the X icon, or add more admins from among users under the organization using the Add New Admin button.

As a full admin, you will have access to all organization tools and settings:

If access is limited to prospects and loans only, this limits users from viewing or adjusting any settings, admin access, or cloning histories. It will allow users to access companies with limited access (discussed below) and view the company audit log:

At the company level, there are many settings and tools. You can read about all of our company dashboard usage at our help center hub here: Company Dashboard Help Center Section

For our admin access, this section will cover the differences between limited and full access.

To access your organization choose the dashboard name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Once on the company dashboard, to adjust admin permissions, navigate to the Admins tab. On the Admin tab, you:

You can use the tools to Add New Admin or Search the admin list:

You can also adjust company admin access by changing the dropdown or using the X icon to remove an admin:

There are two options for access: Full access or Prospects and loans only. Below this article will review the differences.

As a full admin, you will have access to all company tools and settings:

As a limited admin, you can view activity, reports, prospects, loans, and teams, as well as assign support users. Accessing company-level settings, cloning, or integrations will be restricted and will redirect you back to the admin home page: