Overview
The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.
Floify can also house multiple companies under one organization. This provides a user access to multiple companies, and provide them with admin access to all companies within the organization.
Setting up an organization or setting up organization admin permissions requires a request to support. Please reach out to support@floify.com to request this setup.
How to Use
From the team pipeline, to access your organization choose the team name in the upper right-hand corner and select the option to navigate to the Organization Dashboard:
Any companies that are a part of the organization will be listed in the dashboard. Select the option to Switch into company dashboard to navigate into the company:
You can also clone settings from one company to another using the Clone Configuration option:
Select Organization Settings in order to edit the organization details:
Select the Audit Log to track events across the organization including all companies:
Select Organization Admins to add, adjust, or remove organization admins:
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