Purpose
In this article, Allbound Administrator users will gain a deeper understanding of how and where to view and manage Companies within the Allbound platform.
Introduction
The Company table is located within the Allbound Settings. The Company table is where Allbound Administrator users may view and access information stored within the platform about partner companies. Generally, this information is synced from a CRM, unless you, our customer, are managing your partner companies manually. From this table, Administrator users may access information such as the partner company name, users registered in the portal, company status, domain, and any other information such as partner type, tier, etc. that may be integrated from a CRM.
Where to Access the Company Table
*Note: only Allbound Administrator users from your company with the Users, Groups & Companies and/or the System Settings permission enabled are allowed to use and access the Companies table
1. Login to the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Companies"
Components of the Company Table
The Company table shows all of your stored information for your partner companies within the Allbound platform.
A. Search Bar: search for a specific company within your portal
B. Select All Checkbox: click this box to select all companies ON CURRENT PAGE. DOES NOT select all companies across all pages
C. Select One Checkbox: click this box to select one company
D. "Add Company" button: this button will only show if your company IS NOT INTEGRATED with a CRM. Our non-integrated customers can click this button to manually add companies to the Allbound platform
E. "Assign Partner Plan" button: click this button to assign a Partner Plan to a specific company. This button will populate when you toggle on the checkbox next to a company's name. *Note: this button will only populate if you have the Partner Plan feature enabled in your portal
F. "Filters" button: click to narrow-down your results for this table. If you are integrated with a CRM, the filters are associated with the fields in your Company Admin. form. The Allbound default filter options are:
- Last Updated - displays the last updated date for the company
- Allbound Status - indicates if the company is Active or Pending in the portal
- Account Owners - shows the names of the account owners for each company, also known as your CAMs
G. "Columns" button: re-arrange and organize this table by customizing the columns. If you are integrated with a CRM, the columns are associated with the field in your Company Admin. form. The Allbound default column options are:
- Company Name
- Users
- Allbound Status
- Date Created
- Allbound ID
- CRM ID
- Points YTD
H. "Export" button: export and download this table in .Excel or CSV file format
I. 3-Dot Menu: click here to Edit and/or View this one piece of content
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to this article to further learn about Companies in Allbound: