User Guide

Group Your Profiles by Company

Contact is recognized by the email's domains.. Workevo system will automatically recognize and add all contacts that have the same email domains.
To create a new company, follow the steps below:
Step 1: Click the button "Create a new company" in the top right corner in the Contact -> Company
Step 2: Enter the company website domain name without "https://www" and the company name, click "Add" to save changes.
Step 3: The notification "New company has been created" will let you know that you have successfully created a new company, please check the new company on the list of companies.