Resident companies

Resident companies are the companies that occupy your coworking: the startup in room 3, the accounting firm at the fixed desk, the consultancy that only uses the address. Each company has a contract (residence type, monthly value, start and exit) and a team, the people who work there. One of them can be the company admin and look after their own team, without depending on the front desk.

A company is not a member: it has no login and does not appear in the member list or in the counts. The people on the team are the ones who join the community, each with their own account.

#What it is for

#How it works

#Where it is

• Administration › Companies: the list of resident companies, for the community team. This is where you register, edit, invite and close.
• My company, in the account menu: the company you are on and its team. The item only appears for people on a company's team.

#The contract

Each company stores:

The contract is a record: billing is still the subscription the company buys. The Monthly value creates no charge and does not enter the statement; it lets the team know how much each company pays. To charge, use a plan the company subscribes to.

A company is Active while the contract is in force. With the planned exit in the past it shows as Ended in the list, but the team stays linked until someone actually closes the company (see Close a company).

#Who sees what

• Finance sees everything, without editing.
• The moderator sees the list without the value and the contract dates: the card shows "Contract visible to management only".
• The member does not see the list. If they are on a company's team, they see theirs in My company.
• The company admin sees My company with the team, without the contract, and can invite and remove colleagues while the company is active.

#The team and the company admin

Each company's team shows the Company admin badge on whoever is admin, and a badge for how they joined:

• Joined through the company: the person came to the community through the company's invite.
• Already a community member: the person was already in the community and only got the link to the company.

The owner or the admin marks an employee as company admin with Make admin (and undoes it with Remove admin). The company admin invites colleagues by e-mail and removes whoever left. They do not change the contract or mark another admin.

#Invitation with acceptance

The invite works in two ways, depending on who sends it:

The company admin's invitations that have not been answered yet appear under Pending invitations (N), each with the e-mail and "Sent on …". The list shows only the e-mail typed, never whether the person was already in the community.

#Limits

• A person is on one company only. When the owner or the admin invites someone already on another company's team, the invite is refused: "This person is already on another company's team." With the company admin's invite, the refusal only shows to the person, when accepting: "You are already on another company's team; leave it before accepting this invitation."
• The invite respects the community's lock: if it is not accepting new members, the invite is refused ("The community is not accepting new members right now.").
• The invite respects people who declined invites: whoever asked not to take part in the community does not get the e-mail ("… asked not to take part in this community; the invitation was not sent.").
• The company admin sends up to 30 invitations an hour; beyond that, the screen asks to try again later. The community owner and admin have no such limit.
• A closed company does not accept invites, and its admin no longer invites or removes anyone. The community owner and admin can still remove.

#Step by step

#Register a company

Owner or admin.

1. Open Administration › Companies and click New company.
2. Fill in Company name, Residence type, Monthly value and Start. Planned exit is optional.
3. Click Register. The company appears in the list, still with no team.

To change the contract later, open the company and use Edit.

#Invite to the team

Owner, admin or the company admin.

1. Open the company (in Administration › Companies, or in My company if you are its admin) and click Invite.
2. Enter the E-mail and, if the person has no account yet, the Name.
3. The owner and the admin can tick Company admin right in the invite.
4. Click Invite.

Inviting as owner or admin, someone who is not a member yet joins the community as a member and receives the invite by e-mail; they already show on the team ("Invite sent to …; they are already on the team."). Someone who is already a member only joins the team, with no e-mail ("… was already a member and joined the team.").

Inviting as company admin, the screen says "They get an invitation by e-mail and join the team only when they accept." and, once sent, "Invitation sent. They join the team when they accept." The invitation stays under Pending invitations until the person answers.

#Accept or decline an invitation

The person invited by the company admin.

1. Open the link in the e-mail (View invitation). It leads to My company; when not signed in, the screen asks "Sign in to see your invitation".
2. The card shows "You were invited to the company … by …", with "You only join the team if you accept."
3. Click Accept or Decline.

Accepting shows "You joined the team of …" and the page then shows the company and the team. Declining shows "Invitation from … declined.": declining is final, and joining later needs a new invitation. An invitation already answered, or opened with another account, shows "This invitation is no longer available: it was already answered or belongs to another account."

#Mark the company admin

Owner or admin.

1. Open the company and find the person under Team.
2. Click Make admin. To undo, Remove admin.

#Remove someone from the team

Owner, admin or the company admin.

1. Under Team, click Remove next to the person.
2. Read the warning and confirm.

What happens depends on how the person joined:

Someone who joined through the company but later got another role in the community (moderator, for example) stays in the community and only loses the link. The company and the rest of the team stay as they are.

When someone is removed from the team, billing for the removed person is suspended; the subscription stays on record until it is canceled. To end it for good, cancel it in Subscription management.

#Close a company

Owner or admin.

1. Open the company and click Close.
2. The option Remove all N people from the team comes ticked. Unticked, the team stays linked to the closed company, and you can remove each person later.
3. Click Close company.

The company stops accepting invites, and its admin no longer invites or removes anyone. The record and the contract stay on file, with the date under Closed on. With removal ticked, the same rule as removing someone applies: whoever joined through the company also leaves the community; whoever was already a member only loses the link. A closed company cannot be reopened; for the same company to come back, register it again.

When the Planned exit passes, the screen warns "The contract is over. Close the company to decide what happens to the team.": the date alone removes nobody.

#See your company

Anyone on a company's team.

Open the account menu and click My company. The page shows the company and the team. If you are its admin, it shows "You are a company admin: you can invite and remove people from the team.", with the buttons for that and the Pending invitations. With the company closed, the page shows Company closed and "Inviting or removing people from the team is no longer possible."

A pending invitation also shows here, for the invited person to accept or decline.

#Examples

Startup in a private office. The admin registers Acme Tecnologia, Private office, R$ 4,800 a month, starting 11/1. They invite the partner, [email protected], with Company admin ticked. She gets the invite, joins and, in My company, invites the other four employees. Each one joins the team on accepting the invitation.

An employee who left. Maria removes João from the team. He had joined through the company's invite, so he also leaves the community and loses access.

End of contract. Acme moves out at the end of the year. The admin opens the company, clicks Close with Remove all 5 people from the team ticked and confirms. The contract stays in the history.

#Common errors and how to fix them

#Frequently asked questions

Is the monthly value charged? No. It is a record, not a charge. The company pays through the subscription it buys.

Does the company count as a member? No. Only the people on the team are members.

Does the company admin see the contract value? No. Nobody sees the contract in My company; it stays with the owner, the admin and finance.

Can a person work for two companies? No. Each person is on one company only.

Why doesn't the person I invited show on the team? Because the company admin's invite depends on acceptance. Until they answer, the invitation stays under Pending invitations.

Does closing the company erase the history? No. The record and the contract stay on file.

#Through the assistant

There are 14 tools: the community team lists and reads companies; the owner and the admin register, edit, close and mark the company admin; anyone on a company's team sees their own, and its admin invites (with acceptance) and removes colleagues; the invited person sees, accepts and declines their own invitations. Closing, removing and declining ask for confirmation. See Tools · Resident companies and the recipe Register a resident company.

#In the API

With X-CommunityId in the header, the Resident Companies tag groups the routes under /api/resident-companies: list and register (GET and POST), your company (GET /mine), read and edit one (GET and PATCH /{id}), close (POST /{id}/close), the team (GET and POST /{id}/members), mark the admin (PATCH /{id}/members/{profileId}), remove (DELETE /{id}/members/{profileId}), the company's pending invitations (GET /{id}/invitations), your invitations (GET /invitations/mine) and accept or decline (POST /invitations/{invitationId}/accept and .../decline). The full reference, generated from the API, is in API reference › Resident Companies.

#Related

• Roles and permissions
• Invite members
• Invite policy
• Manage members
• Plans
• Subscription management
• Parcels