ProductPlatform
Company
User guide for Company in the Numezis company portal.
Overview
Company portal home: dashboard, notifications, intelligence hub, and user profile.
Where in the app
/c/profile/c/companies/:companyId/dashboard/c/companies/:companyId/intelligence/c/companies/:companyId/intelligence/agent/c/companies/:companyId/intelligence/activity/c/companies/:companyId/intelligence/trace
Step-by-step
- Sign in to the Company portal (
/c). (UAT-C-DASH-MAIN-001) - Use the dashboard for KPIs and tasks. (UAT-C-INTEL-AGENT-001)
- Open Intelligence for agents and traces when enabled. (UAT-C-NOTIF-CTR-001)
- Manage profile and notification preferences. (UAT-C-PROF-USR-001)
Permissions and modules
Active company membership required.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
company.dashboard | Company Dashboard with KPI Widgets and Quick Actions | — | optional | Company Dashboard with KPI Widgets and Quick Actions | medium | UAT-C-DASH-MAIN-001 |
company.intelligence.hub | Company Intelligence Hub with Agent, Activity, and Traces | agents | optional | Company Intelligence Hub with Agent, Activity, and Traces | medium | UAT-C-INTEL-AGENT-001 |
company.notifications | Company Notification Center with Preferences | — | optional | Company Notification Center with Preferences | medium | UAT-C-NOTIF-CTR-001 |
company.profile | User Profile View and Edit in Company Context | — | optional | User Profile View and Edit in Company Context | low | UAT-C-PROF-USR-001 |
company.reports | Cross-Module Reports Hub with Export | — | optional | Cross-Module Reports Hub with Export | medium | UAT-C-RPT-HUB-001 |