Company settings — facilities, users, roles & plans
The company profile page — manage facilities, users, roles, and enabled plans from one screen.
The company header
The page opens on the company's identity: its logo, name, the date it was set up, and its registered address. It's the same identity that appears across reports and exported PDFs, so this is where you'd correct it if it ever needs updating.
Facilities
The Facilities tab lists every site under the company — its name, location, and admin — with search to jump straight to one. This is the physical layer underneath the company: each facility can have its own users, apps, and data, scoped so a site only sees what belongs to it.
- Facility name — The site or location as your team knows it.
- Location — Where the facility physically sits.
- Admin — Who owns that facility day to day.
Users
The Users tab is where people are added to the company and assigned to the facilities and departments they work in. It's the single place to see everyone with access, rather than piecing that together from individual apps.
Roles
Roles decide what a user can see and do — which apps, which actions, which data. Defining them here means access is consistent across every app the company runs, instead of being configured app by app.
Plans
The Plans tab shows which AI capabilities and add-ons — like KnowErgo AI, Camera Alerts, or AI Tokens — are switched on for this company, and which are available to try. It's also where billing cadence, monthly or yearly, is visible at a glance.
Why it matters
As a company grows to more facilities and more people, access and structure stop being things you can track in your head. Keeping facilities, users, roles, and plans on one page means an admin can answer "who can see what, and what are we paying for" in seconds — and that clarity is what keeps a multi-site rollout from turning into a support queue.
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