Additional company accounts
With additional company accounts, you can manage different companies with just one Scoro site.
Note! Additional company accounts are a paid add-on. You need to be a site administrator to be able to add additional accounts to your site.
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 (the one they log into and use on a daily basis). Go to Settings > Users and 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
- price lists
- 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)
Financial reporting on multiple company accounts
With summarized financial reporting, Scoro takes all of your companies’ data and sums it up, so you can get a quick overview without switching between different accounts.
Note! Summarized financial reporting works in the detailed financial report, summary report and pipeline report.
