Companies

Documentation Index

Fetch the complete documentation index at: https://docs.shook.digital/llms.txt

Use this file to discover all available pages before exploring further.

The Companies page (/companies) is the top-level view of all client companies. From here you can search, filter, bulk-update statuses, and drill into any company to manage its projects and assignments

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Overview

The page loads all companies in a paginated table. Each row shows:

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Filtering companies

Use the status tabs at the top of the page to filter the list:

• Active — currently active client companies
• Starred — companies flagged as starred/priority
• Demo — companies in demo mode
• Inactive — deactivated companies
• All — every company regardless of status

Use the search box to filter by company name, slug, or ID in real time.

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Bulk actions

Select one or more companies using the checkboxes on the left of each row. A floating action bar appears with the following options: You can also use the select all checkbox in the table header to select every company on the current page at once.

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Navigating to a company

Click any company name in the table to open the Company Detail page. From there you can see all projects, manage COps and POC assignments, and access the org chart.

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Company detail page

The company detail page (/companies/[id]) provides a full breakdown of a single client company.

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Stat cards

At the top of the page, four cards summarise the company at a glance:

• Projects — total number of projects
• Productions — total number of production plans across all projects
• Video Variants — total number of video variants
• CSM — the assigned Customer Success Manager

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Projects and production plans

Below the stat cards, all projects are listed. Each project row is collapsible — click to expand it and see the production plans inside. For each project you can set:

• COps — the Creative Operations assignee for this project (inherited by all plans unless overridden)
• POC — the Customer Point of Contact for this project

For each production plan within a project you can also set COps and POC individually, overriding the project-level defaults.

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Bulk assignment

Two bulk operations are available at the project level:

• Apply COps to all plans — sets all plans in the project to the same COps as the project
• Apply POC to all plans — sets all plans in the project to the same POC as the project

A confirmation dialog will ask whether to override plans that already have custom individual assignments.

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Organization chart

The “Apply individually” button opens the Organization Modal — an interactive React Flow chart showing the full company → project → plan hierarchy with inline assignment dropdowns on every node.

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Organization chart modal

The org chart provides a bird’s-eye view of the company’s entire structure:

• Company node — shows the company name and CSM assignment
• Project nodes — each project with its COps and POC
• Plan nodes — each production plan with its own COps/POC, showing “Project default” when the plan inherits from its parent project

You can change assignments directly from within the org chart without leaving the modal.