Switch between companies

Move between the companies you belong to from the account menu, and create a new one.

On this page

Open the account menu

Click your avatar at the bottom of the sidebar.

Under Switch company, every company you belong to is listed with the role you hold there. The active one has a dot.

EL

Eleanor Whitcombe

View profile

Switch company

Create new company

Create associated company

Managed alongside Demo Legal Pty Ltd

Switch

Click a company. The app reloads into that company's data and settings.

Your role is set per company. Being an admin in one company gives you nothing in another.

Create a new company

Click Create new company at the bottom of the menu.

Pick what the company is for: A law firm, Property / real estate, Cafe / rostering or Something else.

Type the Company name. Click Country, start typing the country's name and pick it from the list. Click Create. You become its admin.

Create new company

What are you setting up this company for? This just tailors what gets created, and you can always change how things work later.