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Companies: Manage Organizations

Overview​

The Companies screen is where you manage the organizations (companies) you can access in Spotto. From here you can:

  • View and search your companies
  • Create a new company
  • Edit company settings (configuration, user registration, strategy, notifications, integrations)
  • Manage company hierarchy relationships
  • Delete a company (if more than one exists)

Access the Companies screen​

In the Portal navigation, open Settings -> Settings -> Companies. If you have no companies yet, you will see a welcome screen prompting you to create your first company.

Companies list​

The list view shows the companies you can access, along with your role(s) in each company.

What you can do:

  • Search by company name
  • Sort by company name
  • Select a company (highlights it for context)
  • Edit or delete if you have permissions for that company

Permissions behavior​

  • Edit/Delete actions only appear for users with Company Admin permissions on that company.
  • Clicking a row will only open the edit screen if you have permissions.
  • If you do not have permissions, the row is not navigable.

Deleting a company​

  • If there is only one company, the Delete action opens a dialog explaining it cannot be deleted.
  • If there are multiple companies, Delete requires confirmation.

Create a company​

From the Companies list, click New to create a company. If you are in the onboarding wizard, you will be guided into company setup automatically.

After a successful create:

  • Wizard mode: you are redirected to add a cloud account.
  • Standard mode: you return to the Companies list.

Edit a company​

Editing a company is organized into tabs.

Configuration​

Basic company details and parent company selection.

  • Name: required
  • Website: validated as a URL-like domain (shows inline error if invalid)
  • Company Classification:
    • Set when creating a company
    • Customer companies are normal operational companies
    • Container companies organize child companies in the hierarchy
    • Classification is shown read-only after creation in the company edit form
  • Parent Company:
    • Only shown when you have access to more than one company
    • Can be set to another company you can administer
    • Can be cleared to make the company a root company
    • Cannot be set to the same company or one of its descendants
    • Cannot create a hierarchy deeper than the depth limit
    • If you are using an API key identity, the parent may be locked to that key’s company

If you change the parent for an existing company, Spotto asks you to confirm before saving.

For details on parent-child behavior, see Parent-Child Companies.

User Registration​

Controls who can request access and what role they receive.

This tab is hidden for container companies.

  • Allowed Email Domains:
    • Up to 5 domains
    • Each domain must be valid and unique
    • Invalid or duplicate domains show inline errors
  • Default Role for new users
  • Require Pending Approval: if enabled, new users must be approved before access

Strategy​

Defines company objectives using a survey-based form. Changes are saved with the main form.

This tab is hidden for container companies.

Notifications​

Manage notification subscriptions for the company.

This tab is hidden for container companies.

  • Add, edit, or delete subscriptions
  • Add saves immediately (for existing companies); edit/delete are saved when you use the main form actions

Integrations​

This tab is hidden for container companies.

For customer companies, connect Spotto to external ticketing systems. Supported providers include:

  • Jira
  • Halo
  • ConnectWise
  • Autotask

Integration secrets are stored securely. Some providers allow connection tests and additional configuration (like project boards or labels).

Validation rules and guardrails​

Spotto enforces these rules in the Companies screen:

  • "Default Company" is not allowed as a company name.
  • Website must look like a valid domain or URL.
  • Allowed domains must be valid and not duplicated.
  • Parent company must be a valid destination and cannot create cycles or exceed the hierarchy depth limit.
  • Container companies cannot be selected as the active company for operational pages.

Troubleshooting​

I do not see Edit or Delete buttons​

Likely cause: You do not have Company Admin permission for that company.
Fix: Ask a company admin to grant the appropriate role.

I cannot delete the last company​

Expected behavior: Spotto prevents deleting the final company in your account.
Fix: Create another company first, or contact support if you need a full reset.

Domain validation errors keep appearing​

Likely cause: The domain is invalid or duplicated.
Fix: Use a valid domain format (e.g., example.com) and ensure each domain is unique.