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.
Collaborators and Contacts on a Company Profile
Clicking into a company's name (rather than using the ellipsis menu) opens its full profile, which includes address, primary phone number, assigned projects, and two separate people lists:
Collaborators — people at this company who have been given project access. A Collaborator gets a free Raken login limited to the project(s) they're assigned to, and can sign in to complete daily reports and other project activity.
Contacts — people at this company kept for data-keeping purposes only. A Contact has no login and no project access unless they are separately added as a Collaborator on a project.
These are two distinct lists on the same company profile, not two names for the same thing. A person can exist as a Contact without ever becoming a Collaborator, and vice versa.
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.
Do I have to select a company on every Work Log?
No. The Work Log form gives you two options — you can either select a Company from the dropdown, or tap the ellipsis (…) button next to the field to switch to a free-text Work log name instead. Use the Company field when tracking entries by subcontractor. Use Work log name when you need a custom label that doesn't correspond to a company in your directory.
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.
What's the difference between a Collaborator and a Contact on a company's profile?
A Collaborator has been granted a free Raken login limited to whichever project(s) they're assigned to, and can sign in to complete daily reports and other project activity. A Contact is a record kept for data-keeping only, no login, no project access, unless that person is separately added as a Collaborator on a project. Both lists live on the same company profile page but represent two different levels of access.
Technical Specifications
Compatibility: Web app and mobile app (add on the fly from Work Log)
Offline Capability: No — requires an active connection
Data Format: CSV for bulk company import
Plan Required: All plans
Add-on Required: None
Role Required: Account Administrator or Project Administrator (requires "Can create/edit/delete contact companies" permission)
Considerations
The Work Log form offers two entry options: select a Company from your directory, or tap the ellipsis (…) to enter a free-text Work log name. Neither is required — use whichever matches the entry you're logging.
Companies created in the Directory are available across your entire account — they only appear on a specific project after being assigned.
A company's profile page shows two separate people lists, Collaborators (free login, project-scoped access) and Contacts (data-keeping only, no login). These are not interchangeable, a person only becomes a Collaborator when explicitly added to a project that way.
More Questions?
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