Companies

Manage company accounts, settings, and organizational structure within Rizler

Companies

Manage company accounts, organizational settings, and business configurations within the Rizler platform.

Overview

The Companies section allows you to manage multiple business entities, configure company-specific settings, and organize your business operations efficiently within Rizler.

Company Management

Creating a New Company

Add new companies to your Rizler account:

1. Company Information

   Enter basic company details including name, industry, and contact information

2. Business Settings

   Configure company-specific settings and preferences

3. User Assignment

   Assign users and define access permissions

4. Integration Setup

   Configure integrations and external connections

Company Details

Basic Information

Company name, legal entity type, registration details, and contact information

Business Profile

Industry classification, business model, target market, and operational details

Contact Details

Primary contacts, support information, billing contacts, and communication preferences

Compliance Info

Regulatory requirements, certifications, compliance status, and documentation

Company Configuration

General Settings

Configure core company settings:

Company Profile

• Company Name: Legal business name and display name
• Industry: Business industry classification
• Size: Company size and employee count
• Timezone: Primary business timezone
• Currency: Default currency for billing and reporting

Contact Information

• Business Address: Primary business location
• Phone Numbers: Main business phone and support lines
• Email Addresses: Primary contact and support emails
• Website: Company website and social media links

Branding

• Company Logo: Upload and manage company logos
• Brand Colors: Define brand color schemes
• Custom Themes: Configure platform appearance
• White Labeling: Custom branding options for enterprise

Business Operations

Service Configuration

Set up your business services and offerings:

• Service Types: Define the services your company provides
• Service Areas: Geographic areas where you operate
• Operating Hours: Business hours and availability
• Holiday Schedule: Company holidays and closures

Billing and Pricing

Billing Settings

Configure billing cycles, payment methods, and invoicing preferences

Pricing Models

Set up pricing structures, discount schedules, and promotional offers

User Management

Team Organization

Organize your team within the company structure:

Access Control

• Role-Based Access: Define user roles with specific permissions
• Department Access: Limit access based on department membership
• Feature Permissions: Control access to specific platform features
• Data Security: Implement data access and sharing policies

Integration and Connectivity

CRM Integration

Connect your company with external CRM systems:

Salesforce Integration

• Account synchronization
• Lead management
• Contact data sync
• Activity tracking

HubSpot Integration

• Contact management
• Deal pipeline sync
• Marketing automation
• Analytics integration

Custom CRM

• API-based integration
• Custom field mapping
• Webhook configuration
• Data transformation

Communication Platforms

Integrate with communication and collaboration tools:

• Microsoft Teams: Channel integration and notifications
• Slack: Workspace connectivity and alerts
• Email Platforms: SMTP configuration and templates
• Calendar Systems: Appointment and meeting synchronization

Compliance and Security

Regulatory Compliance

Ensure your company meets industry regulations:

Data Protection

GDPR, CCPA, and other data privacy regulations

Industry Standards

HIPAA, PCI-DSS, SOX, and sector-specific requirements

Communication Compliance

TCPA, CAN-SPAM, and messaging regulations

Record Keeping

Data retention policies and audit trail requirements

Security Configuration

• Access Policies: Define security policies and access controls
• Data Encryption: Configure encryption for data at rest and in transit
• Audit Logging: Enable comprehensive audit trails
• Backup Policies: Set up data backup and recovery procedures

Reporting and Analytics

Company Metrics

Track key performance indicators for your company:

• Performance Dashboard: Real-time company performance metrics
• Usage Analytics: Platform usage and feature adoption
• Financial Reports: Revenue, costs, and profitability analysis
• Compliance Reports: Regulatory compliance status and reports

Custom Reports

Create custom reports tailored to your business needs:

• Executive Dashboards: High-level business insights
• Operational Reports: Detailed operational metrics
• Compliance Audits: Regulatory compliance documentation
• Performance Reviews: Team and individual performance analysis

Multi-Company Management

Company Hierarchy

For organizations with multiple companies:

1. Parent Company Setup

   Configure the main parent company with administrative privileges

2. Subsidiary Management

   Add and manage subsidiary companies with inherited settings

3. Shared Resources

   Configure shared resources and cross-company access

4. Consolidated Reporting

   Set up consolidated reporting across all companies

Cross-Company Features

• Shared User Access: Users with access to multiple companies
• Consolidated Billing: Unified billing across company entities
• Shared Resources: Common templates, settings, and configurations
• Global Reporting: Cross-company analytics and insights

Best Practices

Company Setup Guidelines

Ongoing Management

• Regular Reviews: Quarterly review of company settings and access
• Security Audits: Regular security assessments and updates
• Compliance Monitoring: Ongoing compliance status monitoring
• Performance Optimization: Regular review and optimization of settings
• User Training: Ongoing training for team members on platform features

Troubleshooting

Common Issues

Access Problems

Issue: Users unable to access company features Solutions: Check user permissions, verify company association, review access controls

Integration Failures

Issue: Third-party integrations not working Solutions: Verify API credentials, check connection settings, review data mapping

Billing Discrepancies

Issue: Billing calculations or charges appear incorrect Solutions: Review pricing settings, check usage reports, verify billing configuration

Getting Support

For additional assistance with company management:

1. Documentation: Review detailed feature documentation
2. Support Portal: Submit tickets through the support portal
3. Account Manager: Contact your dedicated account manager
4. Training Resources: Access training materials and best practices