Managing Multiple Organizations
Inverso lets you manage multiple companies (organizations) from a single user profile. This is especially useful if you own more than one business or manage different divisions.
How do I add more companies to the same Inverso account?
Adding a new company is a quick process that doesn't require creating a new user profile:
- Open the navigation menu.
- Find the organization management section (usually under the name of your current company).
- Click the "Create organization" button.
- The system will start the initial setup process (onboarding) for the new company.
- Fill in the required details (name, UIC, address, etc.) and complete the steps.
Once you're done, the new company will automatically appear in your list of available organizations.
How do I switch between companies?
Switching happens in real time, without having to log out of your profile:
- Click the name of the current organization at the top of the screen or in the sidebar.
- Under the "Switch organizations" section, you'll see a list of all your companies.
- Select the company you want to work with.
- The app will refresh and load the data (invoices, transactions, clients) for the selected organization only.
Benefits of managing multiple organizations:
- Complete separation: Each company has its own invoice numbering, client database, and bank settings.
- Centralized access: All your businesses are in one place, accessible with a single password.
- Flexibility: You can have a different subscription plan for each organization, depending on its workload.
Important: Your employees' permissions and roles are configured individually for each organization, which keeps your company data secure.