The multi-account
Multi-account : a Manager account, which can centralize the management of several sub-accounts, facilitating the monitoring and control of the different entities managed.
To do this,
- Click on the Organization tab in the menu on the left
- You arrive on the Managed Accounts page
- Click on Create an Account
- Fill in all the information requested:
- Legal information
- Legal representative
- Business Information
- Billing : You can choose whether the main account or this new sub-account pays the invoices
- Other Information: Terms and Conditions and Internal Reference. The internal reference allows you to differentiate your different sub-accounts when navigating between your different accounts.
Once the sub-account is created, you can switch between the two accounts by clicking on Change your Account in the menu on the left.
Why create sub-accounts on Swikly?
The Swikly multi-account allows a Manager account to centralize the management of several sub-accounts, thus facilitating the monitoring and control of the different entities managed.
This structure is particularly useful for managing different properties, entities, or franchises. It enables you to separate and customize information such as company name, billing, and cash flows for each sub-account. At the same time, it allows global oversight and intervention from the manager account. It also allows you to invite users who only have access to certain Swikly accounts.
This simplifies administrative and financial management while maintaining a clear and efficient organization.
How to create a sub-account and grant access to my client?
Once the sub-account created as instructed above, you need to invite your client (the owner for example) as a user of this sub-account.
- From the Change account button, choose the sub-account created for your client. It’s important to be on the correct account to invite the user.
- Click on Organization, then on Users
- Click on Invite a user
- Enter the email address of your client
- Choose the role you want to assign
It’s done! The client will receive an email inviting him to set up his access to the Swikly account. He will need to choose a password before he can access his account.
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