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:
Log into the Raken Web App.
Click Directory in the left side navigation bar.
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.
How to Add a Company on the Web
Step 1: Navigate to Companies
Log into the Raken Web App. Click Directory in the left side navigation bar, then click Companies.
Step 2: Add a New Company
Click + Add company in the top right corner. Enter the company name and 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 left side project 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.
Step 4: 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.
How to Add 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.
Troubleshooting and 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. 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.
Can I assign one company to multiple projects?
Yes. A company in the Directory can be assigned to as many projects as needed.
Technical Specifications
Platform: Web App and mobile app (add on the fly from Work Log)
Bulk import: Available via CSV from Directory > Companies
Access: Account Administrators and Project Administrators by default; can be granted to Project Members via Roles & Permissions
Note: Project Workers and Workers do not have access to the Directory
Considerations
The Company field is required on all Work Logs. It defaults to your own 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.
Companies created in the Directory are available across your entire account—they only appear on a specific project after being assigned.
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More Questions?
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