The Companies feature in Cadence provides a central hub for managing company profiles, appointments, and communication settings for your event. This article explains how to access and navigate between different views to efficiently browse all companies at a glance.
When to use
When you need to quickly review all companies in your event
When searching for specific companies by name or category
When comparing company information side by side
When managing multiple company profiles
Before you start
You must have System Administrator, Event Manager, or standard user permissions to access the Companies views. Some actions may be restricted based on your permission level.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
If you don't see the Companies option in your menu, an administrator may need to enable it in Event Setup → Menu.
Locate the view toggle icons in the upper right corner of the companies page.
Click on the "List View" icon to display companies in a detailed tabular format.
List View shows companies with columns for name, description, and other key information in a compact layout.
Click on the "Grid View" icon to switch to a card-based visual layout.
Grid View displays companies as visual cards with logos, making it easier to recognize companies by their branding.
Use the search bar at the top of the page to find specific companies by name.
Apply filters by clicking "Refine" to narrow down companies by groups or other criteria.
Click on any company name or card to view its detailed profile.
Toggle between views as needed based on your current task.
Troubleshooting
If you cannot see any companies:
Verify that companies have been added to your event
Check that you have the proper permissions to view companies
Ensure that any applied filters aren't restricting your view
Related links
How to create company groups
How to customize the appointment confirmation email