The multi-organisation feature is particularly useful if you want to manage more than one organisation on Satago. You can easily switch between all of your added Organisations, enabling easy credit control all from one place.
To access the multi-organisation menu, choose ?Switch Organisations? from Satago makes it easy to manage multiple companies from a single account. If you need to add another company (organisation) to Satago, follow the steps below.
How to Add Another Company
1. Access the Multi-Organisation Menu
From your Satago dashboard, go to the bottom left of your navigation menu
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and select Switch Organisations.
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2. Add a New Organisation
You’ll see an overview of all
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organisations you’ve added (if any).
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Click on + Add Organisation
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Complete the required details on the form and click Add.
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| Note |
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Note: Each organisation you add for Credit Control and/or Risk Insights requires its own subscription. |
3. Connect Your Accounts Package
Once your new organisation is created, connect your accounts package and import your data.
4. Add Users (Optional)
You can add other users to
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your organisations at no extra cost. For more information, see our article on Adding users.
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Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre