Browse help topics
Help topics
Companies & access
Connect companies and give your team the right access.
Connect a company to Juan and Google Drive
Verify a company's accounting connection, link purchase and sales folders, and set a Drive reading schedule.
Roles, assignments, and private companies
Understand what admins and members can do, how company assignments work, and who can see owner-private companies.
Switch firms and keep work in the right place
Use the firm switcher and understand how companies, skills, and open forms follow the selected firm.
Not yet available in productionArchive, restore, or delete a company
Stop new work while keeping company history, restore safely, and understand when permanent deletion is allowed.