Companies
Companies are workspaces where your business data, team members, and apps live. Learn how to create, manage, and switch between companies.
What are Companies?
A company is the top-level container for your business in Xnoll. Think of it as your company workspace. All team members, items, invoices, customers, and app data belong to a company. If you manage multiple businesses (for example, Acme Corp and a separate consulting firm), you can create separate companies for each. Each company has its own subscription, billing, and settings.
How to Create a Company
Follow these steps to create a new company:
Create Company Form Fields
| Field | Required | Description |
|---|---|---|
| Company Name | Required | The display name of your company (e.g., Acme Corp). This appears in the header and app launcher. |
| Industry | Optional | Your business industry (e.g., Retail, Manufacturing, Services). Used for reporting and product recommendations. |
| Country | Required | The country where your company is based. Affects tax defaults, currency options, and regional settings. |
| Currency | Required | The default currency for invoices, orders, and financial reports (e.g., USD, EUR, GBP). |
| Timezone | Required | The timezone for your company. Used for dates, reports, and scheduled tasks. |
How to Switch Between Companies
If you belong to multiple companies, you can switch between them without signing out:
- Click the company name in the header or sidebar.
- Select the company you want to switch to from the dropdown list.
- You will be taken to that company's dashboard. All apps will now show data for the selected company.
Company Settings
Each company has settings you can configure:
- General — Company name, industry, logo, and contact details.
- Regional — Country, currency, timezone, date format, and number format.
- Apps — Which apps (Inventory, ERP, Booking, Invoice) are enabled for this company.
- Billing — Subscription plan and payment method. Only admins can access billing settings.
To edit company settings, go to Platform → Companies, select the company, and click "Settings" or the gear icon.
How to Delete a Company
Deleting a company permanently removes all data associated with it. This action cannot be undone. Only company owners can delete a company.
- Go to Platform → Companies.
- Select the company you want to delete.
- Open Company Settings.
- Scroll to the "Danger Zone" or "Delete Company" section.
- Click "Delete Company" and confirm by typing the company name when prompted.