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.
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.
The phone app keeps its own company once you switch there. Until then it follows the web, and moves to the company you picked the next time you open it.
Create a new company
Click Create new company at the bottom of the menu. You get the same steps as signing up, with no account step.
Pick what the company is for: A law firm, Property / real estate, Cafe / rostering or Something else.
Choose the Country. It starts on your current company's. Time zone lists every zone in that country, and a company in Vietnam also gets Language, which starts on Tiếng Việt.
Type the Company name, then answer the steps for that kind of business. For Something else, type your trade or describe the business, and the workspace is built from it.
Click Create workspace. Setting up your workspace shows while the company is made, then the app opens in it. Your other companies stay as they were, and you are the new one's admin.