Company Settings
Linking Companies
See and manage the companies you have access to, and switch between them.
The My Companies tab of
Company Configuration lists every company your
account can access and lets you move between them. Open it from
Company → Company Configuration → My Companies (route
/settings/my-companies, which opens the My Companies tab).
Note
Your account can have access to more than one company — as the owner, as a linked auditor, or as support staff. This tab is where you see them all and pick which one to work in.
Your companies
Each company you can access is shown with:
- The company name.
- An access type badge — for example Owner, Auditor, or Support — so you know the basis of your access.
- A Current indicator on the company you're working in now.
- For time-limited access (such as support), the expiry of that access.
Switching and adding
- To change which company you're working in, switch to it from here or use the Switch company control in the sidebar. See Switching Companies.
- To set up another company under your account, use Add a Company. New companies complete onboarding to link with the FTA, just like your first one.
Note
The exact badges and actions available depend on your role and may vary as the app evolves. Auditor and support access is read-only or time-limited by design.
Related
- Switching Companies — the company switcher.
- Company Configuration — settings for the active company.
- Team & Auditors — granting others access to a company.