Skip to main content

Companies

The System Admin Companies tab is the platform-wide directory of company workspaces and active memberships.

What the table shows​

Each row contains:

  • company name;
  • company slug;
  • active member count;
  • creation date;
  • permanent-delete action.

Select a row to expand its active members. The expanded list shows email, full name, company role and whether the account is a System Admin.

This view is for inspection and destructive administration. It is not the normal place to edit a company name, logo, users, usage or knowledge. Select the company in the main navigation and use Company Administration for those tasks.

Export all companies and members​

  1. Open System Admin → Companies.
  2. Select Export CSV.
  3. Wait for the file to download.

The export contains:

  • Company
  • Name
  • Email
  • Role
  • Joined
  • Last session

This is a platform-wide personal-data export. Store it in an approved location, limit access, and remove working copies when no longer needed.

Inspect a company​

  1. Find the company.
  2. Select its row.
  3. Wait for active members to load.
  4. Review role and System Admin indicators.
  5. Select the row again to collapse it.

The member count and expanded list represent active memberships. Historical or removed memberships may still be represented in other audit or usage records.

Create a company​

There is no Create button on this tab.

Supported creation paths are:

  • an eligible new user signs up and creates their first company;
  • a Consultant or System Admin uses Create company in the company selector.

See Companies and switching.

Permanently delete a company​

Destructive and not recoverable in Navaid

Company deletion removes the company and dependent product data. Use it only for an authorised, verified deletion request and after preserving any required records.

  1. Confirm the exact company and requester authority.
  2. Export or retain required records according to policy.
  3. Open System Admin → Companies.
  4. Select the delete icon on the intended row.
  5. Read the deletion warning.
  6. Type the company name exactly.
  7. Select the permanent-delete action.
  8. Wait for the row to disappear or an error to be shown.

Typing the name is a safety control, not a substitute for verifying authority and scope.

Deletion can affect memberships, sessions, messages, tasks, maturity state, knowledge, documents, usage and related records. It does not automatically recall CSV/PDF exports or emails already sent outside Navaid.

Before deleting​

Check:

  • correct production environment;
  • exact company identifier and name;
  • requester identity and authority;
  • retention/legal requirements;
  • whether account deletion rather than company deletion is intended;
  • whether the company has members who also belong to other companies;
  • whether stored originals require separate confirmation.

Troubleshooting​

Members do not load​

Collapse and expand once, then refresh. Confirm your System Admin access. Capture the visible error if it persists.

Delete remains disabled​

The typed text must match the displayed company name exactly after trimming, including punctuation and spacing.

Delete fails​

Do not repeatedly try against uncertain targets. Capture the error and company ID/name, then investigate dependent data or service health.

A person appears in more than one company​

That is supported. Memberships and roles are company-specific.

Last updated on