Last updated: June 5, 2026
What are company profiles?
A company profile is a centralized space for managing a contractor company within your organization. This keeps all contractor information organized and accessible in one place.
You can view and update key company details. You can also add internal notes to keep records accurate. In addition, you can manage workers tied to the contractor, including their credentials and activity. You can also request and store documents from key contacts to support compliance. Company profiles help your team manage associated contractor companies, maintain accurate records, and meet compliance requirements.
Onboard contractors from the company profile to quickly guide your team on the steps they need to complete before starting their roles.
In the documents tab of a company profile, you can filter documents by type, validity, and approval status to focus on what needs attention.
View a company profile
Select Contractors in the sidebar or select it in More.
Select a company.
The company profile includes the following information:
Key details, such as company type, status, and internal notes
Pending, expiring soon, and expired documents
Uploaded company documents
Company workers, including their credentials and activity
From the company profile, you can also create onboarding workflows.
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