Manage company roles and channel assignments
Repair a company profile when a source is missing, duplicated, or assigned to the wrong brand.
See it in Leado
What you’ll achieve
- A single, correctly classified company profile whose channel data appears under the right brand in filters and comparisons.
Follow the workflow
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1
Find the profile in Settings
Open Settings → Profiles and locate the company in Company profiles.
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2
Confirm name and role
Use a consistent display name and the correct Own company, Competitor, or Inspiration role.
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3
Inspect assigned channels
Review every channel listed under the profile. A company only appears in a channel dashboard when the matching source is assigned.
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4
Remove incorrect assignments
Remove only the channel assignment that is wrong, then assign the source to the correct company. Removing an assignment is different from deleting the source account.
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5
Check downstream dashboards
Return to Companies and the relevant channel dashboard. The corrected grouping is reflected in filters and company-level reporting.
Verify your work
- The company name and Own company, Competitor, or Inspiration role are correct
- No source is assigned to an unrelated or duplicate company
- The company appears in the expected channel dashboards after refresh
If something doesn’t look right
A company is missing from a dashboard
Confirm that the matching channel source—not only the company profile—is assigned.
Metrics appear under two companies
Inspect duplicate profiles and move the source to the canonical company.
A correction does not appear immediately
Refresh after the assignment update and allow any source synchronization to finish.
Limitations and safeguards
Changing an assignment reorganizes reporting but does not change ownership or identity at the external platform, and deleting a source can have wider effects than removing one assignment.