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Need help in this area? See Settings FAQ.
Navigate to Settings > Company to configure the currently selected company. If you have access to multiple companies, use the company switcher in the sidebar first.

General

Core company controls for admins.
SettingDescription
Company nameDisplay name used across the platform
Monthly notificationsToggle monthly company notifications
Product update notificationsToggle release and product updates
Archive company / Delete companyAdmin-only danger zone actions with confirmation
You can also jump from this page to Members to manage who has access to the company.

Sites

Manage the sites assigned to this company.
AreaDescription
Active sites tabView and manage active sites
Archived sites tabReview archived sites and restore them when needed
Create and upload actionsAdd a site manually or import sites in bulk
Select a site row to open full site-level settings, where you can configure:
  • Required data frequency — set how often bills are expected per utility type (Monthly, Quarterly, or Annually). This drives completeness calculations and missing-data notifications.
  • Anomaly monitoring — choose a monitoring format (default thresholds, custom min/max, or expected value with deviation) and select the unit of measure for each utility type.
  • Emissions factors — override default emission factors at the site level.
For the full Sites feature (dashboard, analytics, audit, comparison), see Sites overview.

Data

Control defaults for data collection and processing.
SettingDescription
Site permissioningEnables per-site member access controls
Smart metering / demand metersEnables metering fields and workflow behavior
Data collection start monthBaseline month used for collection defaults
Display yearDefault year shown in company data views
Bill forwarding emailsAddresses that receive incoming bill-forwarding emails
Implied meteringEnables wastewater estimation when direct readings are missing
Utility unitsDefault units for electricity, gas, water, fuel, and waste

Members

Manage team access for this company.
  • Add members by email
  • Promote or demote admins
  • Assign site access when site permissioning is enabled
  • Remove members who no longer need access
Custom statuses are intentionally out of scope for the current release and are not available in Company settings yet.