Additional company accounts

With additional company accounts, you can manage different companies with just one Scoro site.

Note! You need to be a site administrator to be able to add additional accounts.

 

To add another company account to your site, go to Settings > Administration > Plan, Add-ons & Billing, click Add account and Save changes.

 

How to activate company accounts for users?

Administrators can select what accounts are allowed for users, and which of them is their default account. Go to Settings > Users & Groups, and click on the user's name to make changes to their user rights.

 

You can easily switch between different accounts by clicking on your user name in the header and selecting the company from the dropdown.

 

What is shared between accounts?

Shared:

• contacts (companies and people)
• calendar
• tasks
• files
• PDF templates
• custom fields
• budgets
• work report
• intranet
• real estate
• tags
• statuses
• mail lists
• bookmarks

 

Financial information is not shared:

• quotes
• orders
• rental orders
• expenses
• invoices
• e-mails
• revenue report

 

User's choice:

• projects – make the selection in the project modify view
• accounting objects – the selection option is in the object modify view
• products – you can share any product or service between different company accounts. The selection can be done in the product modify view or in the product list (for multiple products or services at once)