Guides · Teams and Enterprise
Enterprise for head office
The company dashboard, one approval list, company-wide wording, regional managers, shared connections and exports.
On Enterprise, each location is its own account (its own sending address, contacts, team and results) and head office sees and manages them together. To set up Enterprise, use the form on the Enterprise page.
The company dashboard
Head-office admins open it from the location menu at the top of the page (Company dashboard), or at /app/company. It shows, for the last 7, 30 or 90 days:
- Collected, still open, emails waiting for approval and items that need a decision, for every location and in total.
- Each location's AI credits left and used this month (low balances are highlighted).
- What a location is still waiting on before it can start (its sending address, domain records or signed order form).
- Click a location's name to open it.
One approval list
Approve emails from every location lists every email waiting for approval across your locations, oldest first. Edit, approve or skip each one there; it's recorded under your name at that location, and goes out within that location's business hours.
Head-office admins and regional managers
- Head-office admins are owners in every location, see the whole dashboard and can change company-wide settings.
- Regional managers cover only the locations you tick: they see those locations' dashboard and approvals, and can't change company-wide settings.
- Add or remove admins under Head office on the dashboard. The company always keeps at least one admin who covers every location.
- Admins get the Monday roll-up of their locations. Each location's day-to-day emails go to that location's own team; an admin can turn them on for themselves with Also email me each location's alerts.
Adding a location
Under Add a location, enter its name, time zone, mailing address and (optionally) its manager's email. It gets every agent in approve-first mode, your company wording and its monthly AI credits, and starts sending once its domain checks out. We're told, so we can update your agreement. To close a location, email us: it's switched off right away and deleted after 7 days.
Company-wide wording
Write each agent's emails, and the texts missed callers get, once for every location under Company-wide wording. The texts page shows exactly what callers will receive. If your agreement locks the wording, locations still approve each email but can't change the words.
One Twilio account
Instead of each location setting up Twilio, connect your company's account once under Connections for every location → One Twilio account, then give each location one of its numbers. Texting registration (A2P 10DLC) is then done once for the company: put every location's number in one Messaging Service and choose "Defer to sender's webhook" for incoming messages. See Missed-call text-back.
One QuickBooks file for every location
If you keep every location in one QuickBooks file and tag transactions with QuickBooks Locations (or Classes):
- Connect the file at any one location (its Settings → Connect QuickBooks).
- On the dashboard, open One QuickBooks file, choose that location and whether to split by Location or Class.
- Give each location its QuickBooks Location or Class, and choose who gets transactions with none.
Each location then syncs only its own invoices, estimates and card charges. If the location holding the connection disconnects, the others show an error and their owners are emailed.
Single sign-on
Your team can sign in with Google Workspace, Microsoft or Okta instead of email links. See Single sign-on.
Reports and exports
- The Monday roll-up email: last week for every location you cover, low AI credits, and anything waiting.
- Download this table: the dashboard as a spreadsheet for the period you're viewing.
- Every location's activity log: one spreadsheet with a location column, last 12 months.