Use this page to switch between yourself and your companies, and to find where things live once you have signed in.
Choose who you are acting as
The switcher at the top of the left sidebar shows your current context and lets you change it.
- Personal is always available, even if you have no company. Reports you file for yourself live here, and it points to your public listing.
- Companies appear for every company you own or belong to. Each entry shows your role and how many reports the company has.
Below the list, Add a company registers a new one. All companies appears once you have at least one company.
Your choice is remembered in this browser. If you haven’t chosen, Sureshake opens your first company, or Personal if you have none. A company you have left can’t stay selected.
A report belongs to a company when it was filed against that company. Reports with no company attached are personal.
What changes when you switch
| Area | Personal | Company |
|---|---|---|
| Review page | Your reports, verified reports, companies and watchlists, plus recent runs and your capital graph, room, watchlist and tag counts | The company’s reports, verified reports, followers and integrations, plus its reputation score where enabled, What needs attention and Up next |
| Review › Todo | Your own task list | The company’s attention items |
| Control group | Not shown | Company settings, subject to your role |
Your personal context and each company’s context also have their own reports, publications and collections. Your watchlists stay yours whichever context you are in.
What needs attention lists overdue filings, connection problems, reports awaiting verification, pending team invitations and follow requests, the state of the public profile and gaps in it. Each item links to the page where you can fix it. Review itself has no forms.
To open Review, select the logo in the header.
Find your way around the sidebar
What you see depends on your context and, for a company, your role.
| Group | What’s in it |
|---|---|
| Review | For You, Shared With Me, Requests, Completed, Todo |
| Publish | Create, Publications, Reports, Collections, Reporting Profiles and Sources. Companies also have Loan Packages and Filing Calendar. |
| Connect | Feed, Communities, Audience Analytics, Invitations and Watchlists. Companies also have Audiences. |
| Directory | All, People and Companies. Your personal context also has Following, Followers and Connections. |
| Control | Companies only: Entity Info, Team & Access, Audience, Connected Apps, Channels and Company Plan & Billing |
| Learn | Ask Sureshake and Docs |
Your own settings are in the account menu in the header: Profile, My Companies, Personal Settings and Personal Plan & Billing.
Return to a page you opened recently
The clock icon in the header, next to the notification bell, lists the last 10 company pages, person pages and publications or reports you opened. On a phone browser, it’s also in the menu as Recently viewed.
Choose View all history to see up to 100 pages, newest first. There you can remove one entry or choose Clear history.
Only you can see your history, and it is separate from the audience analytics a company sees.