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comrce Hubcomrce HubAdmin Guide

A company's details

For: comrce staff with the Partner, Supporter, Admin or Super Admin staff roleRequires: The staff role Partner or higher; editing and ownership transfer need the Admin role or higherScreenshots show sample data

A company’s tab shows one customer company in two cards. The details card holds the registration data and the owner, the members card everyone else. The company’s status is the owner’s membership status. Admins correct the data here and hand ownership to another member.

Open the tab with the arrow in the company’s row under Companies, or from a user’s membership.

What you can do here

Section titled “What you can do here”

The screen at a glance

Section titled “The screen at a glance”
The details tab of the company "Nordwind Handels GmbH" in the admin console. The header shows the company initials, the name, the country code DE and the green owner status Active, with "View Logs" at the right. The info area lists VAT ID DE287416530, Phone 030 23125042, City Hamburg, Street Am Sandtorkai 41, Postal code 20457 and the Owner Lena Hoffmann with lena.hoffmann@example.com. At the bottom right of the card are "Transfer Ownership" and the highlighted "Edit" button, which switches the card into an editable form. The Members card starts below.The details tab of the company "Nordwind Handels GmbH" in the admin console. The header shows the company initials, the name, the country code DE and the green owner status Active, with "View Logs" at the right. The info area lists VAT ID DE287416530, Phone 030 23125042, City Hamburg, Street Am Sandtorkai 41, Postal code 20457 and the Owner Lena Hoffmann with lena.hoffmann@example.com. At the bottom right of the card are "Transfer Ownership" and the highlighted "Edit" button, which switches the card into an editable form. The Members card starts below.
The company card shows the registration data and, for the Admin and Super Admin roles, Transfer Ownership and Edit.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“Edit”: switches the card into edit mode
Also visible
Status dot Active next to the name; View Logs button; VAT ID, Phone, City, Street, Postal code, Owner
Purpose
the company at a glance
RegionWhat it showsWhat you do there
Details card, headerLogo or initials, name, country code, the owner’s status dot. View Logs at the rightCheck the status, open the logs
Details card, bodyVAT ID, Phone, City, Street, Postal code, Owner. A dash marks an empty value. A notice appears while an ownership transfer is openRead the data. Admins: Transfer Ownership, Edit
Members cardEvery membership with name, email, role, status and registration dateOpen a membership
Invoices cardA placeholder. Invoices are not shown here yetNothing

Edit the company data

Section titled “Edit the company data”

  1. Select Edit at the bottom right of the details card. The card becomes a form with the current data.

    The company card of "Nordwind Handels GmbH" in edit mode. The form has the fields Company Name (required, Nordwind Handels GmbH), VAT ID (DE287416530), Phone Number (030 23125042), Country (required, a drop-down showing Germany), City (required, Hamburg), Street (required, Am Sandtorkai 41) and Postal Code (required, 20457). The owner, Lena Hoffmann, is shown read-only under the fields. At the bottom right are "Cancel" and the highlighted "Save" button, which stores the changes and returns to the read-only view.The company card of "Nordwind Handels GmbH" in edit mode. The form has the fields Company Name (required, Nordwind Handels GmbH), VAT ID (DE287416530), Phone Number (030 23125042), Country (required, a drop-down showing Germany), City (required, Hamburg), Street (required, Am Sandtorkai 41) and Postal Code (required, 20457). The owner, Lena Hoffmann, is shown read-only under the fields. At the bottom right are "Cancel" and the highlighted "Save" button, which stores the changes and returns to the read-only view.
    Edit opens the company's registration data. The owner cannot be changed here.
    What this screenshot shows
    Screen
    Nordwind Handels GmbH
    Highlighted
    “Save”: saves the company information
    Also visible
    Seven fields, five of them required; Owner read-only; Cancel button
    Purpose
    correcting a company's registration data

  2. Change the fields. All are required except VAT ID and Phone Number. The owner is shown but cannot be changed here.

  3. Select Save. comrce Hub shows Company information updated successfully., and the card returns to the read-only view.

A required field left empty shows its message as soon as you leave it:

The company edit form of "Nordwind Handels GmbH" after the City field was emptied. The highlighted "City" field has a red border and the message "City is required" under it. The other fields keep their values: Company Name Nordwind Handels GmbH, VAT ID DE287416530, Phone Number 030 23125042, Country Germany, Street Am Sandtorkai 41 and Postal Code 20457. comrce Hub checks Company Name, Country, City, Street and Postal Code as required, and rejects HTML markup in any text field.The company edit form of "Nordwind Handels GmbH" after the City field was emptied. The highlighted "City" field has a red border and the message "City is required" under it. The other fields keep their values: Company Name Nordwind Handels GmbH, VAT ID DE287416530, Phone Number 030 23125042, Country Germany, Street Am Sandtorkai 41 and Postal Code 20457. comrce Hub checks Company Name, Country, City, Street and Postal Code as required, and rejects HTML markup in any text field.
Required fields show their message as soon as you leave them empty.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“City”: none
Also visible
Message City is required under the field
Purpose
validation of the company form

Text that contains HTML markup is refused with HTML markup is not allowed. So is a country that is not a valid two-letter code. If saving fails, the card stays in edit mode and shows Could not update company information. Every saved change appears in the logs as Admin updated company info, with your email address and the new values.

Work with the members

Section titled “Work with the members”

The Members card lists every membership of the company, ten per page. The owner comes first. Members follow by status, in the order Active, Pending, Deactivated, Deleted. Within a status, first name and email decide. A green dot after a name means the person is online in this company right now.

The Members card on the company tab of "Nordwind Handels GmbH", scrolled so the whole table shows; the pager reads "Showing 1 - 5 of 5" and the Invoices card starts below. The table has the columns Full Name, Email, Role, Status and Registration Date. The row of Jan Krüger is highlighted: a green online dot after the name, jan.krueger@example.com, the role badge Member, status Active and the arrow that opens his membership. Lena Hoffmann (Owner) is first, then Anna Schmidt with the role Partner, Lukas Neumann (Pending) and Clara Wolf (Deactivated).The Members card on the company tab of "Nordwind Handels GmbH", scrolled so the whole table shows; the pager reads "Showing 1 - 5 of 5" and the Invoices card starts below. The table has the columns Full Name, Email, Role, Status and Registration Date. The row of Jan Krüger is highlighted: a green online dot after the name, jan.krueger@example.com, the role badge Member, status Active and the arrow that opens his membership. Lena Hoffmann (Owner) is first, then Anna Schmidt with the role Partner, Lukas Neumann (Pending) and Clara Wolf (Deactivated).
The owner comes first, then members by status. The arrow opens a membership.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“Jan Krüger”: the row's arrow opens the user's membership in this company
Also visible
5 members; Roles Owner, Partner, Member; Statuses Active, Pending, Deactivated
Purpose
who belongs to the company

Select the arrow at the end of a row to open that user’s membership in this company. There, admins change the status, role and permissions. Roles show as badges: Owner, Member and Partner. These are company roles. The company role Partner has nothing to do with the staff role of the same name.

Change a customer company’s owner

Section titled “Change a customer company’s owner”

The owner left, or nobody can reach them? Hand the company to another member. Nothing changes until that member accepts, and you can replace an open transfer at any time.

  1. Select Transfer Ownership. The dialog You are changing the company owner opens.
  2. Choose the new owner in New owner. The list offers only members who are Active, are not the owner and own no other company.
  3. Select Send invitation. comrce Hub emails the member an acceptance link that is valid for 48 hours. You see Invitation email sent.
The admin ownership transfer dialog titled "You are changing the company owner". The text explains that the selected user becomes owner once they accept, and that the current owner is downgraded to a member. The field "New owner" holds Jan Krüger (jan.krueger@example.com); only active members who own no company are offered. "Cancel" and the highlighted "Send invitation" button are at the bottom.The admin ownership transfer dialog titled "You are changing the company owner". The text explains that the selected user becomes owner once they accept, and that the current owner is downgraded to a member. The field "New owner" holds Jan Krüger (jan.krueger@example.com); only active members who own no company are offered. "Cancel" and the highlighted "Send invitation" button are at the bottom.
Pick the new owner and send the invitation. The transfer completes only when they accept.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“Send invitation”: creates a 48-hour transfer and emails the new owner
Also visible
Candidate Jan Krüger selected in the field New owner
Purpose
starting an admin ownership transfer

Nothing changes until the member accepts. Then they become Owner. The previous owner becomes Member with the standard member permissions and gets an email that the transfer is complete. A transfer started by staff does not need the current owner’s confirmation.

If a transfer is already open, comrce Hub asks before replacing it. It does not matter whether the owner or another admin started it:

The second step of the ownership transfer dialog, titled "Ownership transfer already in progress". The text says that there is already an active ownership transfer for this company and that starting a new transfer will cancel the existing request. At the bottom are "Cancel", which keeps the existing transfer, and the highlighted "Cancel existing and start new" button, which cancels the open transfer, whoever started it, and sends a new invitation to the member you picked.The second step of the ownership transfer dialog, titled "Ownership transfer already in progress". The text says that there is already an active ownership transfer for this company and that starting a new transfer will cancel the existing request. At the bottom are "Cancel", which keeps the existing transfer, and the highlighted "Cancel existing and start new" button, which cancels the open transfer, whoever started it, and sends a new invitation to the member you picked.
Only one transfer can be open per company. An admin can replace it.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“Cancel existing and start new”: cancels the open transfer and starts a new one
Also visible
Cancel button keeps the existing transfer
Purpose
replacing an open ownership transfer

Cancel existing and start new cancels the open transfer and starts yours. Cancel keeps the open one. While a transfer waits, the details card shows a notice with the invited member’s email address:

The company tab of "Nordwind Handels GmbH" while an ownership transfer is open. At the top of the company card the highlighted blue notice reads "Ownership transfer waiting for acceptance by jan.krueger@example.com". The notice shows only the invited member's email address; it does not say who started the transfer or when it expires. The company data, the owner Lena Hoffmann and the "Transfer Ownership" and "Edit" buttons stay as before.The company tab of "Nordwind Handels GmbH" while an ownership transfer is open. At the top of the company card the highlighted blue notice reads "Ownership transfer waiting for acceptance by jan.krueger@example.com". The notice shows only the invited member's email address; it does not say who started the transfer or when it expires. The company data, the owner Lena Hoffmann and the "Transfer Ownership" and "Edit" buttons stay as before.
An open transfer shows as a notice until it is accepted, cancelled or expires.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
none
Also visible
Notice with the new owner's email; Owner still Lena Hoffmann
Purpose
seeing an open ownership transfer

The full rules, including expiry and what the owner can do, are in Company and member lifecycle.

Open the audit log

Section titled “Open the audit log”

Select View Logs in the header of the details card. A logs tab opens, filtered to this company and to actions of customer users. It includes actions staff took while impersonating them. The button also appears for companies whose owner is deleted.

Every control, explained

Section titled “Every control, explained”

Transfer Ownership

Section titled “Transfer Ownership”
Where

The button Transfer Ownership left of Edit. Shown only while the owner is not deleted.

What

Starts an ownership transfer to an active member who owns no company. One transfer can be open per company. The details are in Change a customer company’s owner.

Why

When the owner leaves the business or cannot be reached, staff can still move the company to the right person.

View Logs

Section titled “View Logs”
Where

The outlined button View Logs at the right of the details card’s header.

What

Opens the logs in a new tab, filtered to this company and to actions of customer users.

Why

Most “what happened to my account” questions are answered by the logs.

Edit

Section titled “Edit”
Where

The button Edit at the bottom right of the details card. Shown only while the owner is not deleted.

What

Turns the card into a form with every registration field except the owner. Changes are saved only with Save.

Why

Customers who cannot edit the data themselves ask support to correct it. Often nobody in the company has the permission.

Members table

Section titled “Members table”
ColumnWhat it showsWhy
Full NameFirst and last name, with a green dot while the person is onlineKnow who is working right now
RoleOwner, Member or PartnerThe role decides the default permissions
StatusThe membership status with its coloured dotSee who can sign in to this company
EmailThe member’s sign-in email addressMatch the person who contacted you
Registration DateWhen the membership was created, and the arrow to open itOpen the membership

Other controls on this page

ControlWhat it doesWhy
SaveSaves the edited company dataApply your corrections
CancelLeaves the form or the dialog without changesDrop a change you did not mean
Member pagesTen members per page, with page buttons under the tableMove through large companies

Who sees what

Section titled “Who sees what”
Part of the pageStaff role PartnerSupporterAdmin / Super Admin
Company data, members, opening membershipsyesyesyes
View Logsnoyesyes
Online dotsnoyesyes
Edit, Transfer Ownershipnonoyes, unless the owner is deleted
The company tab of "Nordwind Handels GmbH" as staff with the staff role Partner see it. The header shows the name, DE and the status Active, but no "View Logs" button. The info area lists the VAT ID, phone, address and the owner Lena Hoffmann, and there are no "Transfer Ownership" or "Edit" buttons. In the Members table the highlighted row of Jan Krüger has no green online dot, because online status is shown only to the Supporter role and higher. The rows still open each membership.The company tab of "Nordwind Handels GmbH" as staff with the staff role Partner see it. The header shows the name, DE and the status Active, but no "View Logs" button. The info area lists the VAT ID, phone, address and the owner Lena Hoffmann, and there are no "Transfer Ownership" or "Edit" buttons. In the Members table the highlighted row of Jan Krüger has no green online dot, because online status is shown only to the Supporter role and higher. The rows still open each membership.
Staff with the staff role Partner read the company but cannot open logs, edit or transfer it.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“Jan Krüger”: opens the membership
Also visible
No View Logs; No Transfer Ownership or Edit
Purpose
what the staff role Partner sees

When the owner’s membership is deleted, the company is read-only for everyone:

The company tab of "Nordwind Handels GmbH" after its owner's membership was deleted. Next to the name the status dot is grey and reads Deleted. The company data is still shown, but the card has no "Transfer Ownership" and no "Edit" button, because comrce Hub treats a company with a deleted owner as deleted. The highlighted "View Logs" button is still available and opens the audit log filtered to this company. The Members table lists every member with the status Deleted.The company tab of "Nordwind Handels GmbH" after its owner's membership was deleted. Next to the name the status dot is grey and reads Deleted. The company data is still shown, but the card has no "Transfer Ownership" and no "Edit" button, because comrce Hub treats a company with a deleted owner as deleted. The highlighted "View Logs" button is still available and opens the audit log filtered to this company. The Members table lists every member with the status Deleted.
A company whose owner is deleted is read-only. Only its logs remain useful.
What this screenshot shows
Screen
Nordwind Handels GmbH
Highlighted
“View Logs”: opens the audit log filtered to the company
Also visible
Grey status Deleted; No Transfer Ownership or Edit button
Purpose
what a deleted company looks like

Staff whose role cannot read companies see Error loading company info if they open a company by link. The message stands in a panel with the comrce logo, in place of both cards.

What you need to know

Section titled “What you need to know”
TopicFact
Company statusAlways the owner’s membership status.
RefreshThe tab reloads the company every 60 seconds. A status change made in another tab appears without a manual refresh.
Required fieldsThe name, country, city, street and postal code of the company.
MarkupText with HTML tags is refused in every field.
Transfer validity48 hours from the moment you send it.
Transfer candidatesActive members who own no company.
LogsData changes and transfer requests appear in the logs.

Frequently asked questions

Section titled “Frequently asked questions”

Company data

Section titled “Company data”

Why is the Edit button missing on a company?

Section titled “Why is the Edit button missing on a company?”

Edit appears only for staff with the Admin or Super Admin role. It also needs the owner’s membership not to be Deleted. Supporter and the staff role Partner read the company without editing it. Nobody can change a company with a deleted owner.

Can I change the owner’s name or email address here?

Section titled “Can I change the owner’s name or email address here?”

No. The owner is shown read-only in the company form. Their name and email address belong to their personal account, which they manage in their own settings. To make someone else the owner, use Transfer Ownership on the company’s tab.

Why does saving fail with “HTML markup is not allowed”?

Section titled “Why does saving fail with “HTML markup is not allowed”?”

A company field contains something that looks like an HTML tag, such as a pasted fragment with angle brackets. Remove the markup from the field shown in red. Then select Save again.

Members

Section titled “Members”

Why do some members have no online dot?

Section titled “Why do some members have no online dot?”

The green dot appears only while the person is signed in to this company. Only Supporter and higher see it, never the staff role Partner. A member signed in to another company is not shown as online here.

What is the Partner role in the members table?

Section titled “What is the Partner role in the members table?”

Partner in the members table is a company role, not the staff role of the same name. Its default permissions cover company data, invoices and subscriptions, and read-only tool dashboards. Admins can change a member’s role on that member’s membership tab.

Ownership transfer

Section titled “Ownership transfer”

Why is a member missing from the new-owner list?

Section titled “Why is a member missing from the new-owner list?”

The list offers only members who are Active here, are not the owner and own no company. Activate a pending or deactivated member first. A person who owns another company cannot become owner of a second one.

How long does the new owner have to accept?

Section titled “How long does the new owner have to accept?”

The acceptance link in the email is valid for 48 hours after you send the transfer. After that, the transfer expires. You can then start a new one with Transfer Ownership on the company’s tab.

What happens to the previous owner after the transfer?

Section titled “What happens to the previous owner after the transfer?”

When the new owner accepts, the previous owner stays in the company as Member with the standard member permissions. They get an email that the transfer is complete. Adjust their permissions on their membership tab if they need more.

Can I start a transfer while the owner’s own transfer is waiting?

Section titled “Can I start a transfer while the owner’s own transfer is waiting?”

Yes. comrce Hub warns that a transfer is already in progress and offers Cancel existing and start new. Confirming cancels the open transfer, whoever started it, and sends your invitation instead.

Troubleshooting

Section titled “Troubleshooting”
SymptomWhat to check
The tab shows Error loading company infoYour role: reading a company needs the staff role Partner or higher. Otherwise the company may no longer exist, for example after a completed account deletion.
Transfer Ownership and Edit are missingYour role (Admin or higher). Then the status dot in the header: a deleted owner makes the company read-only.
The new-owner list is empty and shows No eligible company members found.Is any member Active, not the owner and not the owner of another company?
Saving shows Could not update company information.A required field may be empty or contain markup. The owner may also have been deleted in the meantime. Reload the tab.
The transfer notice stays after the new owner says they acceptedWait for the next refresh. If the notice stays, ask whether they used the newest email and whether the link has expired.
Section titled “Related”