Companies — portfolio workflows
Goal: Browse and manage portfolio companies as a Multi-company administrator (MCA) or Platform admin.
Who can do this: MCA users and Platform admins with portfolio access. The Companies sidebar link only appears for these roles. If it's missing, check your portfolio assignments in Portfolio access (Platform).
Before you start
- If you're an MCA and Companies shows an empty list, your portfolio assignments may not have been configured yet. Ask a Platform admin to set them up via Portfolio access.
- Adding a new enterprise client is a Platform admin action only — it is not done from this page. See Enterprise client invite.
Browse your portfolio companies
- Click Companies in the sidebar.
- Use search and filters to find a specific company.
- Click a company row to open its detail page.
- Review the company's metadata, linked assessments, templates, and assigned stewards.
Filing tickets with company IDs
When filing internal support tickets, copy the company URL from your browser — it includes the company ID. Redact the ID when emailing externally — only share it via internal channels.
What to do next
- Templates — create, edit, deploy — deploy templates to companies in your portfolio
- Assessments list — search, export, duplicate — duplicate assessments to portfolio companies