Use this page to create a company in Sureshake, keep its details current, and control who can operate it and who can follow it.
Create the company
The Add your company step in onboarding asks for six fields: name, website, location, industry, size and description. These are the minimum a company profile needs before it can be published to the directory.
Three options on this screen:
- Generate draft drafts the rest of the profile from public sources, the company website and existing directory records, with sources shown on each field. Confirm each field, or choose Edit and give the corrected value and a reason. Save the company name or website first.
- Save and finish later keeps your work as a draft.
- Accept and create company creates the company.
You can also add a company at any time from your dashboard.
Find your way around
A company’s home is Review: what needs attention, what changed and what’s due. It holds no forms. Changes happen in the sidebar sections, mainly Publish for reports and Control for the company itself.
Keep the company record current
Go to Control > Entity Info. The page has two tabs:
- Public profile is what the directory shows: logo and banner, tagline, business description, industry, company size, geography, website and social links. The Profile completeness panel shows what’s missing.
- Company record is private to your workspace: legal entity name, registration number, entity type, registered address and the people who can act for the company. Unclaiming or deleting the company is also here.
The On this page rail shows each section’s status. Items that have their own screens, such as additional addresses and key personnel, are listed under Managed elsewhere.
Add your team
Team members operate the company. Followers only see what you allow. Don’t use one for the other.
Open the team page
Go to Control > Team & Access and add a team member.
Find or invite the person
Search by name or email, or enter an email address to send an invitation.
Choose a role
Pick from roles such as Administrator, Executive, Board Member, Employee and Advisor.
People who were invited see the invitation under Connect > Invitations.
Decide who can follow the company
Go to Control > Audience and choose Grant Access. A grant has three parts.
Who it applies to (Principal Type):
- User: one person.
- Entity: another company’s owner and its accepted current team.
- Organization: the active members of an organization.
What they can see (Access Preset):
| Preset | Gives access to |
|---|---|
| All reports | All of the company’s reports |
| Goals only | Reports tagged as goals |
| Press releases only | Press-release documents |
| Custom selectors | The report types, document types, tags or specific reports you choose |
What they can open behind a report (Linked Artifact Access):
- None: no linked documents.
- Derived only: summaries drawn from a linked document, but not the document itself.
- Full artifact: the document itself.
Start narrow and widen later if someone needs more. Revoke a grant when the need ends.
Group outside people into an organization
Create an organization when access should move with a group, such as an investment firm, a lender team or a group of advisors. Grant the organization access once, and people gain or lose that access as they join or leave.
Open organizations
Go to Control > Entity Info > Company record, then under Managed elsewhere choose Parent entity and organizations.
Create the organization
Enter the Organization Name, and optionally its Type and Description.
Invite members
Search for people and choose a role for each. Pending invitations must be accepted before the person gets any access.
Grant access
Under Control > Audience, grant access to the organization.
Create viewer groups
Viewer groups are reusable lists of followers and employees that you can share reports with. A person can belong to several groups.
Go to Control > Entity Info > Company record, then under Managed elsewhere choose Workspace settings and use Create group under Viewer groups. To share with a group, see Share reports.
Make the company public
The Directory Visibility switch controls whether your company appears in the public directory and on its public page. See Publish your company.
Your first publication doesn’t go live straight away. You’ll see Company page in review until Sureshake releases the page, which happens the same day. Until then, your public page and directory listing stay private.