Overview
The Overview is the first page you see when you open Company settings on a computer. It shows your company at a glance: its plan, how far its setup has come, anything waiting on an admin, and a card for every setting you can open, grouped like the menu on the left. Select any number, step or card to jump straight to that section.
Who can see it
Everyone who opens Company settings on a computer lands on the Overview, and sees a card for each section they can open. Company owners and admins also see the glance numbers, the setup progress and Needs a look. On a phone, the section list itself is the overview.
What's on the Overview
Company band
The top of the page shows your company logo and name, a pill with your plan (select it to open Subscription on Prime, Business and Pro plans) and a pill with your company role.
When your company uses the Sales app and you are a member of it, an AI Office | Sales Office switch sits above the search. Sales Office opens the Sales app in a new tab.
Search settings
Type in Search settings to filter the cards by name, description or group. Press / to jump to the search box, Enter to open the first match and Esc to clear it.
At a glance
A row of numbers shows what your company has set up — for example People in the company, Workspaces, Org units set up, Live workflows, AI minutes templates, Policies, Goals set, Knowledge base pages, Design templates, Dashboards and Conference rooms. Select a number to open its section.
Setup progress
The setup panel tracks the same areas as the office setup card on your home screen: Users, Org structures, AI minutes, Policies, Conference rooms, Goals, Announcements, Dashboards, Knowledge bases, Designs, Workflows and Agents (the areas your company uses). A ring shows how many are done — for example 5 of 12 done — and each step ticks green once it is set up. Select a step to open its section.
The numbers and steps refresh every time you open Company settings, so a step you finish in a section ticks on the Overview and on the home setup card straight away.
Needs a look
When people have asked to join your company through your verified domain, Needs a look shows how many are waiting. Select it to decide at the top of Company users.
Setting cards
Below, every setting you can open appears as a card with a short description, grouped as Offices, Company, Manage, Organization units, Agent, Integrations and More. Many cards carry a status line — such as 12 people, 3 policies, Two-factor on or Not set up yet — so you can see where each area stands before opening it.
How to show or hide the setup card on home
The office setup card on your home screen can be hidden and brought back from Company settings.
On a computer:
- Open Company settings. The Overview opens.
- In the setup panel, select Hide from home to hide the setup card, or Show on home to bring it back.
On a phone:
- Open Company settings.
- While the setup card is hidden, select Show setup card on home at the top of the list.