View Company Employees Directory

The 'Company Team' screen shows the contact details of employees of all levels, ranging from company admins to field crew.

Roles and Permissions: The 'Company Team' menu is available only to users with 'View' permission or above for 'Company Employees' enabled on their role.

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Company' on top and  'Team' on the left.

First name and Last name – The full name of the person

Phone number – The contact number of the employee with the country code

Email address – The email address of the employee

Permission level- The role permissions that have been assigned to that employee

Status- The current status of the employee, whether active or disabled

        Search and filter options:

• Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

        Download List in Excel Format

• Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.