Company Setup

Configure your company workspace, defaults, and team structure before broad rollout.

Overview

• Company setup covers three areas — get these right before inviting employees:
  • Profile settings — company name, timezone, and industry (drives course recommendations)
  • Role and department structure — used on every invite, assignment, and analytics filter
  • Billing context — confirms your trial or active plan so limits and messaging are accurate

Steps

• Confirm company profile fields before inviting employees:
  • Company name and timezone
  • Industry selection (used for course recommendations)
  • Trial or active billing plan status
• Define role and department conventions used across invites and assignments.
• Verify trial/billing context so onboarding messaging matches your active plan.