Beyond reviewing and cleaning up your tracked users, you can build out your user and company data directly in Canny — creating users and companies by hand, and managing which companies a user belongs to. These actions live on the Users & Companies tab (/admin/users).

For reviewing, filtering, and cleaning up tracked users, see Managing tracked users.

Most users and companies are created automatically — when an end user posts, votes, or comments on your portal, or when they're synced from a connected tool:

The manual actions below are for cases those paths don't cover — for example, adding a customer before they've engaged with your portal.

From the sidebar on the Users & Companies tab, you can manually create a user and/or a company — useful when you want to capture a customer in Canny before they've posted, voted, or been synced from an integration.

There are multiple ways to link a user to a company. Note that a user can belong to more than one company.

From /admin/users, you can link a user to one or multiple companies.

Link a company to a user inside any idea's impact overview modal. Handy when you're reviewing a user's impact and realize their company association is missing or wrong. Assigning a company there has the same effect as linking from the Users & Companies tab.

When adding insights for users, you can create and link users and companies. Users and companies that aren't linked already will be linked on insight creation.

You can unlink a user from a company to remove that membership — except when the membership came from an integration sync. Memberships created by an integration can't be unlinked manually; they're managed by the source integration.