The Companies section in Raken's Directory lets you manage the subcontractors, vendors, and other companies that work on your projects. Once a company is added to the Directory and assigned to a project, it becomes available to select in Work Logs, manpower reporting, and other project-level features.
Quick Answer
To add a company to Raken:
Click Directory in the left side menu.
Click Companies, then click + Add company.
Enter the company name and any additional details.
Click Save.
To make the company available on a project, you must then assign it to the project separately.
Step-by-Step Instructions
Step 1: Navigate to Companies
Log into the Raken web app. Click Directory in the left side menu. Click Companies.
Step 2: Add a New Company
Click + Add company in the top right corner. Enter the company name. Add any optional details such as phone number, address, or contact information. Click Save.
Step 3: Assign the Company to a Project
Adding a company to the Directory does not automatically make it available on your projects. To assign it:
Open the project you want to add the company to.
Navigate to Project directory in the project left side menu.
Click Companies.
Click + Add company and select the company from the list.
Click Save.
Once assigned, the company will appear in the Select company picker when creating or editing a Work Log on that project.
Note: A company can be assigned to multiple projects at the same time.
Step 4: Edit or Delete a Company
To edit or delete a company, go to Directory > Companies. Click the ellipsis (…) menu to the right of the company name and select Edit or Delete.
Note: Deleting a company from the Directory removes it from all projects it is assigned to. Existing Work Log entries that reference the company are not affected.
Adding a Company Directly from a Work Log
You can also add a new company on the fly when creating a Work Log on mobile. When the Select company screen appears, tap the + button in the top right corner to create a new company without leaving the Work Log form. The company will be saved to the Directory and assigned to the current project automatically.
Considerations
The Company field is required on all Work Logs. It defaults to your own company (labeled My Company). Tap the field to select a different company assigned to the project.
To create, edit, or delete companies in the Directory, users need the Can create/edit/delete contact companies permission enabled for their role. By default this is on for Account Admins and Project Admins. Project Members can be granted this permission by an Account Admin via Company > Roles & permissions.
Project Workers and Workers do not have access to the Directory.
Companies created in the Directory are available across your entire account — they only appear on a specific project after being assigned.
Troubleshooting & FAQ
Why doesn't the company I added appear in the Work Log picker?
The company must be assigned to the project first. Go to the project, navigate to Project directory > Companies, and add the company there. Once assigned, it will appear in the Work Log company picker for that project.
Why does the Company field default to my company name?
Work Logs are designed to track activity by company — including your own crew and any subcontractors on the jobsite. Your company is the default selection because in many cases the Work Log is for your own team's activity. Tap the field to change it to any company assigned to the project.
Can I import multiple companies at once?
Yes. From Directory > Companies, use the Import option to bulk upload companies via CSV. This is the fastest way to add a large subcontractor list.
Can I assign one company to multiple projects? Yes. A company in the Directory can be assigned to as many projects as needed.
Related Articles
How to Create Work Logs in Raken
Raken Roles and Permissions
Managing Contacts in Raken
More Questions?
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