If you manage multiple business entities or brands, SwiftCollect allows you to create and manage separate company profiles under one account. Each company will have its own integrations, playbooks, and document tracking.
Follow these steps to add a new company:
- Open the Company Switcher: Click on your Company Name or Profile Icon located at the top left of the side navigation menu.
2.click the “+ New Company”
3. Enter Business Details:
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- Company Name: Enter the legal or trading name of the business
- enter the company’s email address
- choose which invoice provider you work with
4.To complete the connection, enter your account API details.
If you’re not sure where to find the API details there’s a short tutorial video that will guide you step by step.
5. click save
Important Things to Know:
- Switching Between Companies: You can easily jump between your different businesses using the same side menu. No need to log out and log back in!
- Independent Settings: Remember that each company requires its own Accounting Software Integration and Payment Gateway setup.
- User Access: You can invite different team members to specific companies without giving them access to your other business entities.