Create a Company

Go to Companies in the admin sidebar, click Create company. The editor has 3 tabs for the create flow.

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Tab 1 — General

Field	What goes here
Company name	The business's legal/trading name (e.g. "Acme Distributors"). Required. Used in invite emails + admin lists.
Email	The company's main billing/contact email. Required. Used as the fallback recipient when sending invites without a specific address.
Phone	Main phone number with country selector. Required.
Note	Internal note for your team (not shown to the customer).
Status	Active or Inactive. See Status for the difference.

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Tab 2 — Customer group

Pick the pricing tier (Customer Group) this company should belong to. Every contact of this company will automatically get the group's tag and inherit its wholesale pricing.

• No group assigned — the company has no tier; its contacts won't get any wholesale tag automatically. Useful if you want to set tiers per contact instead.
• A specific group (Gold, Silver, Bronze, etc.) — every contact gets that group's tag.

If you haven't created any Customer Groups yet, do that first under Customer Groups in the sidebar. See Customer Groups overview.

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Tab 3 — Address

The company's main billing/shipping address. Today, one address per company (multi-location support is on the roadmap).

Field	Required
Address line 1	Yes
Address line 2	No
City	Yes
State / Province	Yes
Country	Yes
ZIP / Postal code	Yes

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What happens after you save

• The Company is created in the app database
• A unique registration slug is generated for it (the slug is part of the invite link, see Invite contacts)
• If you set a Customer Group, contacts you add next will automatically be tagged
• An email is not sent at this point — emails go out when you add contacts or send invites

The view switches to the full Company editor with 5 tabs (General, Customer group, Address, Registration, Contacts) where you can now add contacts and share the invite link.