Managing Multiple Companies in Your Account
Effectively manage multiple business profiles within a single account while ensuring that each company's data remains securely separated. This functionality allows you to maintain distinct identities for different business ventures while benefiting from a centralised management system.
Last updated 2 months ago
Switching Between Companies
Easily navigate between different companies registered in your account using the intuitive company switching feature.
Steps to Switch Companies:
Access the Companies Section:
Click on your username in the upper-right corner of the interface.
From the dropdown menu, select "Companies".
Select a Company to Switch To:
You will be directed to a list of all your registered companies.
Locate the desired company and click the "Switch" button next to it.
Your session will now update to reflect the selected company, ensuring that all data and transactions pertain to that specific entity.
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Creating a New Company
Easily expand your account by adding new companies when needed.
Steps to Create a New Company:
Initiate the Company Creation Process:
Click on the "+ Add Company" button in the upper-right corner of the Companies page.
Enter Company Details:
A popup window will appear.
Enter a unique name for your new company.
Save and Confirm:
Click "Save" to finalise the creation.
The new company will be added to your list.
A confirmation message will appear in the bottom-right corner, verifying successful creation.
With these streamlined processes, managing multiple companies within your account becomes seamless and efficient.
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Next Steps & Support
Need help? Explore more of our documentation, or contact support.
