Can I add my other companies to Satago?

Can I add my other companies to Satago?

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 and select Switch Organisations.

image-20240822-105944.png

2. Add a New Organisation

  • You’ll see an overview of all organisations you’ve added (if any).

  • Click on + Add Organisation.

  • Complete the required details on the form and click Add.

image-20240822-110239.png

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 your organisations at no extra cost. For more information, see our article on Adding users.

 


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