As an admin, you have the ability to add and manage multiple entities to your account.

  • Click on the your entity name, located on the lower left corner

  • Select +Add Entity

  • Add the entity details and invite users who will manage the the new entity

All set! You can now easily switch between the entities by clicking on the entity name on the lower left corner .

💡 Tips

  • Users can only access contracts under the entity they are assigned to.

  • Contract and invoices will show the entity details of the entity they're assigned to.

  • You can assign a user to more than one entity with same of different role. Learn more about the user roles here

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