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Getting Started With Employee, Company and Contact Management in Raken

Employees, Companies and Contacts details right at your fingertips

Landon Cline avatar
Written by Landon Cline
Updated over 3 months ago


What is the Company Directory?

Managing your employees and contact information for third party companies and contacts in one location should be straight forward. With this in mind, we've created a centralized place where you can manage all your companies employees and their roles within Raken and manage contact information for third party companies and contacts that your company regularly works with.

The Company Directory helps you manage three specific types of entities: Employees, Companies and Contacts.

  • Employees - People at my company with various levels of access to Raken depending on their role.
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  • Companies - Companies that you work with.
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  • Contacts - People outside my company that you work with. Contacts are associated with those Companies that you add to the directory.


Managing Employees, Companies and Contacts

You can get started with managing Employees, Companies and Contacts in Raken with a few simple steps.

  1. Managing Companies in Raken

  2. Managing Contacts in Raken


Project Directory

The Company Directory is for managing Employees, Companies and Contacts that are associatied across your organization. The Project Directory allows you to manage those Employees, Companies and Contacts that are associated with and have access with individual projects in Raken.


More Questions?

Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!

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