Company Administration

Company Administration is the workspace for managing the company that is currently selected in Navaid. It brings together company identity, members and invitations, usage reporting, and the shared knowledge that Navaid uses during sessions.

This page is an orientation. Use the detailed guides for step-by-step instructions:

• Company settings and logo
• Users, roles and invitations
• Company usage
• Company knowledge and documents

Who can open Company Administration?

The Company item appears in the left navigation for:

• Company Admins
• Company Consultants
• Company Managers
• System Admins

Company Users do not see the Company item.

Seeing the page does not give every role the same ability to change data. Company Admins and Company Consultants have the normal company-administration permissions. Company Managers can use the company-level visibility relevant to their role, but administrative writes remain permission-checked. System Admins can administer any company they can select.

Work in the intended company

If you belong to more than one company, check the company name at the top of the navigation before making a change. Company settings, invitations, usage and knowledge all apply to the currently selected company.

The four company roles

Role	Typical purpose	Company-wide session visibility	Manage members and invitations	Edit company knowledge
Company Admin	Own the company workspace	Yes	Yes	Yes
Company Consultant	Administer one or more client companies	Yes	Yes	Yes
Company Manager	Review the company and team activity	Yes	No admin-level membership changes	Read access; administrative controls remain protected
Company User	Run and review their own work	Own sessions, plus group sessions they joined	No	No Company page

A System Admin is a platform-level role rather than a company membership role. System Admins can open the separate System Admin area and can also work within selected companies.

For the complete visibility model, see Roles and visibility.

The four tabs

Settings

Use Settings for the company name and logo. System Admins also see the company’s default monthly input and output token budgets here.

The logo appears in the Navaid navigation for members of that company. Uploading a new logo replaces the displayed company identity; removing it returns to the generated initials.

See Company settings and logo.

Users

Use Users to:

• review active members and their roles;
• export the member list to CSV;
• change a member’s company role;
• remove a member;
• invite a new Admin, Consultant, Manager or User;
• review and cancel pending invitations.

Invitations are email-specific and normally expire after 14 days. An invitee must sign in with the same email address to accept the invitation.

See Users, roles and invitations.

Usage

Use Usage to understand recent activity and month-to-date AI consumption. The page includes:

• a 30-day usage trend;
• total members, sessions, input/output tokens and estimated cost;
• monthly token and request totals;
• a per-member breakdown;
• recent sessions.

Usage data is for monitoring and investigation. Budget enforcement is explained separately in Token budgets.

See Company usage.

Knowledge

Use Knowledge to inspect and maintain the shared context Navaid has learned about the company.

The Overview subtab contains company facts, accumulated learnings and provenance/history. The Documents subtab contains reference files and administrator-authored notes. Uploaded documents can be downloaded or removed by authorised administrators.

The company’s readiness picture is no longer shown in this tab. Use Maturity Map in the main navigation for that.

See Company knowledge and documents.

Common workflows

Onboard a colleague

1. Confirm the correct company is selected.
2. Open Company → Users.
3. Select Invite User.
4. Enter the colleague’s email address.
5. Choose the least-privileged role that supports their work.
6. Send the invitation.
7. Ask them to open the email, sign in with that exact address and accept within 14 days.

If they already have a Navaid account, accepting adds this company to their existing account. It does not create a separate login.

Give a consultant access

Invite the person with the Consultant role. Consultants have company-admin-equivalent permissions and may administer multiple companies, so grant this role only to trusted people.

Investigate high usage

1. Open Company → Usage.
2. Compare the 30-day trend with the monthly ledger.
3. Review the per-member breakdown.
4. Open recent sessions to understand which activity generated usage.
5. If limits need changing, ask a System Admin to review the company defaults and the platform budget configuration.

Correct company context

1. Open Company → Knowledge.
2. Review facts and learnings in Overview.
3. Edit inaccurate facts or add an administrator note/document.
4. Review history to understand where a value came from.

Corrections affect future AI context. They do not rewrite historical conversations or completed summaries.

Troubleshooting

The Company item is missing

You are probably a Company User, your membership is not active, or the wrong company is selected. Ask a Company Admin to confirm your membership and role.

A change is rejected

Administrative operations are enforced by server and database permissions, even if a control is visible. Confirm that you are an Admin, Consultant or System Admin for the selected company.

An invitation was not received

Confirm the email address, ask the recipient to check spam, and verify the invitation still appears under Pending Invitations. Cancel and send a fresh invitation if the original has expired.

Data appears to belong to another client

Stop before making changes and switch to the intended company from the company selector. Each tab is scoped to the active company.