Companies — What They Are & How to Manage Them

Overview

In Vantage, a Company (also called a "Client" internally) represents a distinct business entity within your organization. Companies are the primary way to separate and organize users, data, and dashboards. Every user belongs to exactly one company.

What Is a Company?

A Company is the core organizational unit in Vantage. When you first sign up, a company is automatically created using the Company Name you provided during registration.

Think of a Company as your team workspace. It contains:

• Users — People who belong to this company
• Dashboards — Data visualizations and tiles owned by the company
• Integrations — Connected third-party services (Google Drive, Slack, etc.)
• AI Context — Company-specific context that personalizes AI responses
• Billing — Token usage and subscription tied to this company

Why Companies Exist

Companies provide data isolation. Users in Company A cannot see dashboards or data belonging to Company B — unless they are part of the same Organization and cross-company sharing is enabled.

Accessing Companies

1. Navigate to Settings from the sidebar.
2. In the left navigation panel, under the Organization section, click "Companies".

Viewing Companies

The Companies page shows a list of all companies in your organization (if you belong to one) or just your own company. For each company, you'll see:

When to Create Additional Companies

You should create a new company when:

1. You have separate business units — e.g., "Marketing Team" and "Sales Team" that need their own dashboards and data.
2. You're an agency managing clients — Each client gets their own company with isolated data and dashboards.
3. You need data isolation — Teams that should not see each other's data should be in separate companies.
4. You want separate billing — Each company can manage its own token usage and billing.

When NOT to Create a Company

• If users need to see the same dashboards — keep them in the same company.
• If you just want to organize users by department — use Roles & Permissions instead.

How Companies Interact with Organizations

Companies can exist independently or as part of an Organization. See the Organizations guide for details on how this hierarchy works.

Troubleshooting