How to Create Multiple Business Files

OneSaas allows you to manage the integrations for multiple businesses under your single login. 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 organization or your client's organization to only have access to specific business files.  

1. On the main dashboard, click on the icon in the top right corner of the screen, then select Switch account

2. You will be directed to the page below and click New account to proceed

3. Enter the Account Name of your new OneSaas file, then select Create to complete the process

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