After you’ve invited your users to Active Collab, you can update their details and add them to companies or teams. If you don’t plan to work with a user or a company anymore, you can also move them to the Archive or the Trash.
Open People.
Click …next to the user name.
Choose whether you wish to:
Open People.
Click +New Company.
Enter the Name.
Set the (optional) details:
Company Details - address, website, phone number. Currency - for hourly rates and invoicing. Custom Hourly Rates - set values specific to this company
Note - additional information about the company.
Click Create Company.
If the same people work together often, you can group them into a team to invite them to new project faster:
Go to the People section.
Go to Teams.
Click +New Team.
Enter the Name and choose Members.
Click Create Team.
