# Company Accounts (B2B) The **Company Accounts** feature allows agencies to manage businesses as clients while supporting multiple contacts under the same company. This makes it easier to collaborate with teams, send proposals or invoices at the company level, and maintain a clear relationship between people and the organization they belong to. Company accounts work alongside existing individual clients, so agencies can support both **B2B (companies)** and **B2C (individuals)** without changing their current workflow. Companies and their members can be accessed and managed from both the **Clients** and **Leads** sections. *** ## What You Can Do * Create a company profile and assign an owner * Add multiple members to a company * Send proposals, invoices, and orders to companies * Convert leads into company accounts * Allow company members to access shared company items * Manage company information and member lists * Grant embed access to entire companies * Maintain existing individual client workflows *** ## Why It Matters * Supports agencies that work with business clients * Keeps multiple contacts organized under one company * Simplifies billing and proposal workflows for B2B clients * Reduces duplicate client records * Improves collaboration between agency teams and company contacts *** ## Who Can Use This * Super Admin * Admin *** ## Accessing Company Accounts Company accounts can be accessed from: **Clients → Companies**\ **Leads → Company Leads** Companies appear alongside individual clients but are treated as a separate entity. *** ## Creating a Company To create a company: 1. Navigate to **Clients** 2. **Click the Companies Tab** 3. Click **Create Company from the right side** 4. Enter the minimum required information (Company Name, Industry, Owner name, Country, City ) 5. Save the company profile *** ### Required Fields * Company Name * Industry * Company Owner name with email * Country * City *** ### Optional Fields * Company Logo * Website * Phone number * Street Address * Tax ID * State * Zip code After creating a company, you are automatically redirected to the **Company Profile** page. *** ## Company Profile The Company Profile contains two main sections: #### General Information (at the left side) Displays company details, including: * Website * Phone Number * Industry * Tax ID * Street Address * Country * State * City * Zip Code #### Member List (at the right side) Lists all contacts associated with the company. The first member added automatically becomes the **Owner Contact**. You can add or delete member from here *** ## Company Status Each company has an **Active toggle** If a company is disabled: * All company members lose access to the client portal * The company cannot interact with proposals, orders, or invoices *** ## Managing Company Members Companies can have multiple members associated with them. To add members: 1. Open the **Company Profile** 2. Go to the **Members section** 3. Click **Add Member** 4. Enter one or more email addresses 5. Send invitations *** ### Member Behavior * Adding a member automatically creates an **individual client record and client portal** * Existing members will be able to log in to their portal like before, and the new ones will get an email with the URL link and credentials to log in to their portal * All members have equal access in this version * Members appear only under the **Company → Members** section *** ## Sending to a Company Companies can be selected anywhere a client is selected. This applies to: * Proposals * Invoices * Orders *** ### Send To Behavior When selecting a company: * The **Company Owner** is selected as the default recipient * You can switch the recipient to any company member * Billing and address information automatically populate from the company profile Switching between company and individual contacts does **not affect service items or pricing**. *** ## Lead Conversion Leads can be converted into either individuals or companies. *** ### Lead Types Leads can be marked as: * Individual * Company *** ### Conversion Behavior When converting a lead: * **Individual lead → Individual client** * **Company lead → Company account** Only one entity is created during conversion. The system prevents duplicate company creation. Company leads are visually marked with a **Company indicator (C)**. *** ## Companies in Client Lists Company accounts are kept separate from individual clients. Key behaviors include: * Companies can be added to **Client Groups** * Individual client creation does not include a company field * Client lists remain organized between individuals and companies *** ## Embeds & Company Access Embed visibility can include companies. Navigate to: **Embeds → Visibility** You can choose: * All clients * Specific clients *** ### Specific Clients The client picker supports both: * Companies * Individual clients Selecting a company grants access to **all company members**. *** ## Company Client Portal View When company members log into the portal: * The **company name appears in the sidebar** * Members can view shared company items * The company profile is visible * Requests and tasks are displayed without an individual client column All company members see the same shared company information. *** ## Rules to Follow The following rules apply to company accounts: * A company must always have an owner * Company members only appear under **Company → Members** * Proposals and invoices cannot be sent directly to a member without selecting the company * Selecting a company automatically selects the owner contact * Selecting a member automatically links the company * All members have equal permissions in this version * Notifications are sent only to the **company owner** * Company members also exist as individual clients * Deleting a company removes its associated clients *** ## Additional Notes The system handles the following situations: * Removing the company owner is blocked until a new owner is assigned * Deactivating a company removes access for all members * Deleting a member keeps the individual client record * Duplicate company creation from leads is prevented * A company owner can belong to another company * Company accounts do not introduce advanced permissions in this version * Billing and approval workflows remain unchanged * The feature is designed to remain compatible with existing individual client workflows * Agencies can continue operating with both B2B and B2C clients without changing their processes * If you remove a member from the company, he/she will be removed from the whole workspace. You will have to add him/her again.