Manage companies linked to a project
Use the companies table to link organisations to your project, view their details, and manage their roles and access.
This guide is designed for project manager.
Steps
Step 1: Open the project companies table
From your project workspace, navigate to the Companies section to see the list of organisations currently linked to the project, including their names, roles, and status.
Step 2: Add a company to the project
Select the option to add a company, search or select the organisation you want to include, and confirm to link it so it appears in the companies list for this project.
Step 3: View company details
Click the company row or use the view action to open the company detail panel, where you can browse tabs with additional information about the organisation’s involvement in the project.
Step 4: Update company roles on the project
Use the role selector in the company row to assign or change the organisation’s roles on the project, then save your changes so permissions and responsibilities are kept up to date.
Step 5: Remove a company from the project
Open the actions menu for a company, choose the remove option, and confirm in the dialogue to detach the organisation from the project without affecting the organisation elsewhere.
Last updated: 2026-08-31