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How to Create Multiple Business Files

OneSaas allows you to manage the integrations for multiple businesses under your single log in.  This allows you to look after multiple businesses you either manage directly or on behalf of clients/customers -- you have full administrative access to each business file and can invite individuals from within your organisation or your client's organisation to only have access to specific business files.  

  1. Firstly, from your OneSaas dashboard click on your name in the top right corner of the screen, then select My Organisations
  2. Next, select Create New File 
  3. Enter the Organisation Name of your new OneSaas file, then select Create to complete the process

You now have multiple business files under the one user, you can view these files anytime after logging in by clicking My Organisations as seen in step one of this article. You can then proceed to set up the integrations for the new business file, and to invite others to access and manage that file.

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