🗂️ View Clients / Companies
System Role: All Workspace Users
Where to Access; two options:
Left Menu > Companies > View All Companies > Add Company
Left Menu > Companies > Add Company
🧭 Overview
This page lists all the companies (clients) added to your workspace. You can view company details, search or filter companies, and click into each one to manage their settings, jobs, and more.
🧑💼 Company List View
Each company card shows:
Company Name & Location
Open Job Orders
Open Positions
Key Contact Person
Assigned Account Managers
Recruiters
Shortcut to different Modules for Client Management (Job Orders, Invoicing, Timesheets, etc.)
Click on a company name to access its detailed workspace and manage its settings.
🧭 Inside a Company — Modules You Can Access:
Job Orders – View and manage job order requests
Shift Roster – Review assigned shifts and make changes
Pay Rates – Set and update pay rates for payroll
Timesheet – Monitor hours worked by placements, approve timesheets
Reports – Access workforce and billing insights
Users – View client users and their roles
Settings – Configure company level settings like markup, overtime, taxes etc.
Invoicing – Track invoices and payment status for the client
Profile – View company contact info and core details
📌 Company Actions (⋮ Menu)
Click the three dots beside any company to perform quick actions such as:
Edit Company Info
Assign Users and Teams – Give internal/external users access to this client’s workspace
Assign Users and Teams lets you define who can work with this client. Only those added will be able to manage their jobs, shifts, timesheets, and reports.
🔍 Filters – Search Made Easy
You can filter companies using these dropdowns:
Company – Search by company name
Key Contact – Find by main contact person
Account Managers – Filter by assigned account manager
Recruiters – See clients tied to specific recruiters
Teams – View companies managed by your selected team
Sort By – Organize results by Recently Added, A–Z, or Job Activity
Need help finding or managing a client company? 💬 Chat with us via the Jombone Support Messenger in your workspace.