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Getting startedOwnership controlAutomate company administrationGroup structuresBoard management
Overview
  • dCompany for groups and structures
  • The cross-company workspace
  • Account settings
Organising companies
  • Create and manage portfolios
  • System-default portfolios
  • Move companies between portfolios
Cross-company control
  • Contacts, users and access
  • Signatures and follow-up actions
  • Shared custom roles
Change management at scale
  • Portfolio projects
  • Onboarding additional companies
  • Incorporating new entities

Group structures

Overview

dCompany for groups and structures
The cross-company workspace
Account settings

Organising companies

Create and manage portfolios
System-default portfolios
Move companies between portfolios

Cross-company control

Contacts, users and access
Signatures and follow-up actions
Shared custom roles

Change management at scale

Portfolio projects
Onboarding additional companies
Incorporating new entities
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