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The Company screen, workspace-wide administration covering the subscription, team members, roles, webhooks, deliveries, and the audit trail, for humans and UI-driving agents.
Customermates is an open-source CRM with a built-in MCP server. This page documents the Company screen of the web app for humans and for AI agents that drive the UI.
The Company screen is workspace-wide administration. It holds the subscription (Cloud only), the team and its permissions, outbound webhooks with their delivery history, and the audit trail. Everything that affects the whole workspace, not a single record, lives here.
All app routes are locale-prefixed (example: https://customermates.com/en/company/members). Each tab has its own route: /company/subscription (Cloud only), /company/settings, /company/members, /company/roles, /company/webhooks, /company/webhook-deliveries, and /company/audit-logs.
| Action | Where | Anchor id | What happens |
|---|---|---|---|
| Go to Company | App sidebar | #nav-company | Opens /company/subscription (Cloud) or /company/settings (self-hosted) |
| Subscription tab | Sidebar sub-item | #nav-company-subscription | Plan, trial status, and the plan picker (Cloud only) |
| Settings tab | Sidebar sub-item | #nav-company-settings | Workspace currency for all money values |
| Save / reset settings | Top bar | #company-settings-save / #company-settings-reset | Persists or discards |
| Members tab | Sidebar sub-item | #nav-company-members | Team management |
| Invite member | Members toolbar | #company-members-add | Opens the invite modal |
| Send invite | Invite modal footer | #member-modal-save / #member-modal-reset | Sends the invitation |
| Search / filter members | Members toolbar | #company-members-search / #company-members-filter / #company-members-display-options | List controls |
| Roles tab | Sidebar sub-item | #nav-company-roles | Permission sets |
| Add role | Roles toolbar | #company-roles-add | Opens the role editor |
| Roles list controls | Roles toolbar | #company-roles-search / #company-roles-filter / #company-roles-display-options | List controls |
| Webhooks tab | Sidebar sub-item | #nav-company-webhooks | Outbound event subscriptions |
| Create webhook | Webhooks toolbar | #company-webhooks-add | Opens the webhook modal |
| Save webhook | Webhook modal footer | #webhook-modal-save / #webhook-modal-reset | Subscribes the URL to events |
| Webhooks list controls | Webhooks toolbar | #company-webhooks-search / #company-webhooks-filter / #company-webhooks-display-options | List controls |
| Deliveries tab | Sidebar sub-item | #nav-company-webhook-deliveries | Per-delivery status + payload; resend from a delivery row |
| Deliveries list controls | Deliveries toolbar | #company-webhook-deliveries-search / #company-webhook-deliveries-filter / #company-webhook-deliveries-display-options | List controls |
| Audit logs tab | Sidebar sub-item | #nav-company-audit-logs | Who changed what, when |
| Audit list controls | Audit toolbar | #company-audit-logs-search / #company-audit-logs-filter / #company-audit-logs-display-options | List controls |
#company-webhooks-add./company/webhooks) and open a row by clicking it. Edits happen in modals, not in a drawer.