How do I add a company?

Go to Platform > Companies, click Add Company, fill in the company's details and click Create.

Before you start

• Have the company's name, ABN, phone number and address ready.

Steps

1. In the left-hand menu, under Platform, click Companies.
2. Click Add Company in the top-right corner. A panel opens on the right.
3. Type the company name in Company Name*, then click the name you typed at the bottom of the list.
4. Enter the ABN*. The spaces are added for you.
5. Enter the Phone Number*. Australia is the default country. To change it, click the flag.
6. Enter the address. Address line/Street, City, State and Postcode are required. Address line 2/Street is optional, for example for a unit or level.
7. Check the details, then click Create.

The Add Company panel filled in with a company name, ABN, phone number and address

What happens next

• You see Company created successfully. and the company appears in your Companies list.
• Next, you can add members to the company or upload its documents.

If something goes wrong

• Can't save: a required field is empty. A message under the field tells you what's missing, for example City is required.
• Invalid international phone number format: the number doesn't match the country on the flag. Check the flag first, then the number.
• Company not showing on a project: adding a company makes it available across your organisation, but not on every project. Add it from that project's details. See How do I edit a project?

Related questions

• What is a company in Swift Checkin?
• How do I add a member to a company?
• Why can't I link a worker to a company?
• How do I view company details?
• How do I edit or delete a company?
• Why can't I delete or rename a company?

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