Can I use CustomBooks™ for multiple companies?
Overview
Yes. CustomBooks™ allows you to manage multiple companies using a single login. Each company is kept completely separate, but users assigned to more than one company can easily switch between them without needing separate credentials.
How multiple companies work in CustomBooks™
When you have access to multiple companies:
- Each company has its own independent data, settings, and transactions
- User access is assigned per company by an administrator
- A single login (email and password) is used for all assigned companies
- You can switch between companies without logging out
How to log in and switch companies
Step 1: Log in
Step 2: View available companies
After authenticating, a list of companies for which you have access will be displayed. This is what we call the Account Portal.
Step 3: Access and switch between companies
- Click the company name to open it. A new tab will launch the CustomBooks™ workspace with that company’s data.
- To switch or work on another company, return to the Account Portal and select a different company. This will open in a new tab as well.
Each company you open will appear in a separate browser tab labeled with the company name, making it easy to identify and work in the correct company without confusion.
How to get access to another company
If you need access to an additional company/account:
- You must be added as a user to that company.
- Once added, the company will automatically appear in your account portal.
- No additional login credentials are required
For adding new users to an account or company, please check this article.