Company FAQ & Troubleshooting
Quick answers to common questions for company admins and members. For step-by-step guides, see Getting Started.
Getting started
The portal keeps redirecting me to setup. That happens when your account has no active company membership. Complete the setup wizard, or ask an admin to invite you to the existing company.
Why can't I post a project or invite talent? Your company EIN is missing. Add it in Company → Profile → Corporate Identity or in Settings. The EIN unlocks posting and invitations.
Roles and access
What's the difference between company_admin and company_member? Admins manage members and roles, billing and financials, settings, the job site, integrations, capability goals, and the bench timeline. Members can view most areas — the dashboard, financials, and capability intelligence — but searching the marketplace, shortlisting or inviting candidates, and managing engagements are company_admin actions.
A page says "Access restricted" or "admin access needed." That feature is admin-only — for example Reports and the Bench Timeline. Ask a company_admin.
Matching and scoring
What goes into a candidate's match score? A composite across dimensions including skill match (weighted by self-rated proficiency), availability, cost efficiency, experience, domain, and culture fit. The candidate profile shows a spider/radar overlay of the candidate's strengths, the slot requirements, and your company culture. See the Marketplace.
Why is the culture-fit score empty? Either your company hasn't completed its Work Environment profile or the candidate hasn't completed theirs. The profile card tells you which is missing.
A candidate's "Communication Style" card is missing. It only appears when the candidate has opted in and is legally cleared to share those signals.
Match scores show "computing" or look stale. Scores compute in the background. Open the slot in the Marketplace or use the readiness band's refresh on the project detail to recompute.
Projects, slots, and engagements
What's the project → slot → match → engagement flow? Create a project, add slots (one per role), find candidates in the marketplace, then shortlist or invite — which creates an engagement you manage through its lifecycle.
WEP vs. SOW? The Work Environment Profile (WEP) is the culture questionnaire that scores candidates for a project. The Statement of Work (SOW) captures objectives and milestones and can be AI-extracted from an uploaded document. See Projects.
Will deleting a role template break my projects? No — existing slots created from a template are unaffected.
Capabilities
The heat map or gaps show nothing. Run a recompute on your goals so coverage and gaps reflect current data. See Capability Intelligence.
A plan shows "AI Unavailable — Fallback." The AI service was unreachable when the plan was generated, so a structured fallback was used. Regenerate later for a richer plan.
Integrations and billing
Align items are stuck on "Failed." Open Align Sync Activity, check the last-error column, then click Retry N failed.
When can I take payments? Stripe Connect is in development. Until then the Financial section tracks spend and invoices, but live payment routing isn't available yet.
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