User manual
Company user manual
Step-by-step guide for company workspaces: setup, shared research, roles and governance, plans and coverage.
Step 1
Workspace setup
Company accounts collect research under one organisation.
- 01Register with your company email and open the Company workspace.
- 02Set the workspace name and default research horizon.
- 03Invite colleagues and assign member or admin roles.
Step 2
Shared research
Keep the team looking at the same evidence.
- 01Maintain a shared watchlist of covered securities.
- 02Standardise the horizon used in team reviews.
- 03Record Research AI sessions alongside the forecast they discuss.
Step 3
Governance
Access and model provenance stay reviewable.
- 01Roles control who can administer the workspace.
- 02Model version and as-of date appear on every research screen.
- 03Platform administration is separate from the customer workspace.
Step 4
Plan and entitlements
Software plan and market-data rights are managed separately.
- 01Review the plan and included capabilities in the Company workspace.
- 02Request coverage extensions for additional exchanges.
- 03Licensed exchange data, where connected, carries separate provider terms.