10. Company Management¶
Configure your company profile, manage team members, and control permissions.
10.1 Company Profile¶
Your company profile is your public presence on the marketplace. Other fabricators and potential buyers see this information when viewing your listings.
Access: Go to Settings > Company Profile.
Profile Fields¶
| Field | Description | Visibility |
|---|---|---|
| Company Name | Legal business name | Public |
| Trade Name | Display name on the marketplace | Public |
| Logo | Company logo image | Public |
| Phone | Business phone number | Public |
| WhatsApp number for quick contact | Public | |
| Business email | Public | |
| Website | Company website URL | Public |
| Description | About your business, specialties, services | Public |
| Address | Physical business address | Public (city/state) |
| Business Hours | Operating hours per day of the week | Public |
Verification Badge¶
Verified companies receive a badge on their profile, increasing trust with buyers. Verification may require: - Valid business registration - Phone number verification - Email verification
10.2 Team Members & Roles (Pro)¶
Add team members to collaborate on your Remnant Finder account:
- Go to Settings > Team.
- Tap + Invite Member.
- Enter their email address.
- Select a role:
| Role | Permissions |
|---|---|
| Owner | Full access to everything, billing management, team management |
| Admin | Full access except billing and ownership transfer |
| Manager | CRM, projects, quotes, calendar, catalog management |
| Member | View access, can create pieces and quotes, limited editing |
- Tap Send Invite.
The invited user receives an email to join your company account.
Managing Team Members¶
- Edit role — Change a member's permissions
- Remove — Remove a member from your company
- Resend invite — Resend the invitation email
10.3 Facilities (Pro)¶
If your business has multiple locations (warehouse, showroom, fabrication shop):
- Go to Settings > Facilities.
- Tap + Add Facility.
- Enter:
- Facility name
- Address
- Type (Warehouse, Showroom, Workshop, Office)
- Contact information
- Tap Save.
Pieces can be associated with specific facilities to help buyers know where the material is located.
10.4 Business Hours¶
Set your operating hours so buyers know when you are available:
- Go to Settings > Company Profile > Business Hours.
- For each day of the week:
- Toggle the day on (open) or off (closed).
- Set opening and closing times.
- Optionally add a lunch break period.
- Tap Save.
Business hours are displayed on your public company profile and piece listings.
10.5 Permissions (Pro)¶
Fine-tune what each team member can access:
- Go to Settings > Permissions.
- Configure access by feature area:
| Feature | Permissions |
|---|---|
| Catalog | View, Create, Edit, Delete |
| CRM | View, Create, Edit, Delete |
| Projects | View, Create, Edit, Delete |
| Billing | View, Create, Edit, Delete |
| Calendar | View, Create, Edit, Delete |
| Settings | View, Edit |
| Reports | View |
- Save the permission configuration.