Introduction
RecordsKeeper.AI's Companies module serves as your central hub for managing all organizations you're associated with on the platform. Whether you're a compliance officer overseeing multiple entities, a legal professional handling various client businesses, or a finance executive managing different subsidiaries, this feature allows you to create distinct workspaces for each company while maintaining streamlined access to all your records.
Understanding the "My Companies" Dashboard
The "My Companies" dashboard provides a comprehensive overview of all organizations you're connected to within RecordsKeeper.AI. Each company listed represents a dedicated workspace where you can:
Manage company-specific records and files
Maintain separate compliance protocols
Collaborate with team members specific to that organization
Track your role and responsibilities within each company
This segregation ensures complete data isolation between different organizations while allowing you to switch between workspaces seamlessly.
Key Elements of the Dashboard
Company Name: Identifies each organization by its registered name
Your Role: Displays your position within each company (Owner, Admin, etc.)
Created Date & Time: Shows when the company workspace was established
Actions: Quick access to company-specific settings and options
Detailed Information: Expandable views showing ownership, country, team size, and industry
Adding a New Company to RecordsKeeper.AI
Adding a new company to your RecordsKeeper.AI account creates a fresh workspace dedicated to that organization's records and compliance needs. Follow these steps to add a new company:
Navigate to the Companies Dashboard: From your main dashboard, click on "My Companies" in the navigation menu.
Initiate Company Creation: Click the "Create A New Company" or "Add New Company" button located in the upper right corner of the dashboard.
Configure Company Details:
Upload Company Icon: Add your company logo (recommended size: 512x512 px, 1:1 ratio, JPG or PNG format, max 1MB)
Enter Company Name: Type the official registered name of the organization
Select Industry: Choose the appropriate industry category from the dropdown menu
Set Currency: Select the primary currency used by the company
Specify Location Details: Enter the country, state/province, city, and zip/pin code
Finalize Creation: Click the "Add New Company" button at the bottom of the form to create the new workspace.
Set Up Basic Configuration: After creation, you may be prompted to configure AI learning parameters for this company. This step helps RecordsKeeper.AI understand relationships between records specific to this organization.
Managing Company Roles and Access
Each company workspace in RecordsKeeper.AI has its own hierarchy of roles:
Owner: Full administrative control over the company workspace
Admin: Extensive management capabilities with some limitations
Custom Roles: Based on your organization's needs
Your role determines what actions you can perform within each company workspace, including:
Adding or removing team members
Managing record classifications
Setting compliance policies
Accessing audit logs and reports
Finding and Filtering Companies
As your list of associated companies grows, you can efficiently locate specific organizations using:
Search Function: Enter company names in the search field
Filtering Options: Filter by role, creation date, or other parameters
Sorting Capabilities: Arrange companies by name, date, or other criteria
Pagination Controls: Navigate through multiple pages of company listings
Conclusion
The Companies management feature in RecordsKeeper.AI empowers professionals to maintain distinct, secure workspaces for each organization they're associated with. This separation ensures proper data governance and compliance while providing the flexibility to move between different company contexts effortlessly. By creating dedicated workspaces for each organization, you can maintain distinct record management systems with appropriate access controls, all managed through a single unified interface.
For optimal results, we recommend creating separate company profiles for each legal entity you manage, even if they're related businesses. This approach ensures proper data segregation and compliance tracking across your entire portfolio of organizations.