Multi-Company Users - Adding a User to Another Company

This article will explain:

• Companies that are eligible for Multi Company Users
• Which roles can add users to the company
• Admin Steps - Inviting the User
• User Steps - Accepting the Invitation 
• User Steps - Switching Between companies

Companies that are eligible for Multi-Company Users

• Print Companies
• Brand companies
  EXCEPT Brand Companies on a SaaS Plan
  • • e-label SaaS companies (Fremium, Business, Premium)
    • SaaS Portal Companies (generally not used anymore)

The task can be performed by: 

• Account Admin
• IT Manager

Admin Steps - Inviting the User

Login to your company

• go to USERS & TEAMS
• USERS
• CREATE NEW USER
  • fill out the form
  • ensure the email address is correct
  • make sure you select the appropriate User Role for this person within this company
  • click SAVE

User Steps - Accepting the Invitation 

• login to your account
• go to ME section in the slide-out menu - there is a red indicator next to your name
• click on your name to get to the PROFILE PAGE
• Accept the invitation to the new company by clicking JOIN

 

User Steps - Switching Between companies

• after joining the new company your profile shows the "SWITCH COMPANIES" button

• you can switch companies from within the ME section in the slide-out menu's "SWITCH COMPANIES" button

in both cases, the following Pop-up will appear

 

• choose the company you want to view

Please NOTE:

Your user role on the other company will only be updated after you switch to access that company.