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Identify the company in a message to the team

A conversation belongs to the workspace, so state which company the issue concerns.

Updated 2026-11-11

New message sends a conversation to the Institution Team for your workspace. The dialog does not ask you to choose an individual company or a particular staff recipient.

If your workspace contains several companies, name the relevant company in Subject or at the start of Message. Include the task, document, or service reference that makes the issue identifiable.

Do not assume that the company selected on another page is enough context for a new conversation. If two companies have similar names, provide the company identifier when the team needs it, using Account details to copy the correct value.

Before sending a follow-up, read the current thread and make sure it concerns that same company. If you realize a message named the wrong company, post a clear correction promptly. Ask the team to confirm the intended record before acting on an access or service change. A shared conversation is useful context, but it should not contain credentials or private authorization links used to access the company.

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