Manage companies

Companies is for ClodDoc platform administrators. It lets you create a workspace, invite its first administrator, and manage the company’s access.

Note

These are separate platform operator privileges. A regular company administrator manages their team through Users and does not automatically have access to this section.

Before you begin

Your account must have platform administrator privileges and MFA enabled. Prepare the company name and its first administrator’s work email.

Verify the address before sending. The invitation grants access to workspace administration. The recipient will need their mailbox, a new password, and an authenticator app to finish onboarding.

Create a company

1. Open Companies.
2. Select Create company.
3. Enter the Company name and Administrator email.
4. Select Create and invite.
5. Find the new entry under Workspaces.
6. Check the administrator address and monitor invitation and email delivery status.

A new company appears as Awaiting setup. Its first administrator accepts the invitation, creates a password, and sets up MFA. Once onboarding is complete, the company becomes Active.

Creating a workspace does not automatically configure Google Sheets. The company source and integration are prepared separately; see the source guide.

Check the invitation

A company row shows its name, state, employee count, administrator email, and invitation. Do not confuse Accepted with Email sent. The latter confirms only that the mail server accepted the message.

When Send again is available, you can repeat delivery. The administrator should use the latest email.

An awaiting-onboarding company offers Change email:

1. Check that the selected company is still awaiting onboarding.
2. Select Change email.
3. Enter the correct address.
4. Read the consequences and select Replace invitation.

Caution

The previous invitation becomes invalid. If an account has already been created during unfinished onboarding, its access is revoked. Make sure the change is agreed with the company.

Suspend access

1. In the company’s row, select Suspend.
2. In Suspend company access?, check the name and consequences.
3. Select Suspend access.
4. Wait for the Access suspended state.

Employees and external recipients temporarily lose access. Data is retained, and invitation delivery stops.

Resume access

Select Resume, verify the company, and select Restore access. Check the updated state after the server responds.

Previously revoked links and invitations remain invalid. Resuming access does not reactivate an old external link. Create a new access grant when needed.

If the outcome is unknown

If the creation response is lost, the interface keeps the original action and offers Retry request. Use that retry instead of creating another company. For a list loading error, select Retry or the company refresh button.

If suspension or resumption returns an error, refresh the list and check the actual state first. A dialog closing is not, by itself, proof that the change was applied.

First sign-in · Roles · Manage employees.