Managing Connected Orgs as an Admin
The Connected Orgs feature is available through our enterprise plan. If you are interested in this feature or would like additional information, please reach out to firstname.lastname@example.org or visit our pricing page to set up a demo here.
Abacus' Connected Orgs feature allows Admins at companies with multiple subsidiaries to easily manage and switch between their different entities.
How do Admins create a Connected Org?
As an Admin you have the ability to create additional subsidiaries and flip between accounts. To create a Connected Org through an existing Abacus account, head over to the 'Account & Settings' page and select the 'Company Information' tab. If you scroll to the bottom of the page, you will see the option to 'Add a Connected Org.'Selecting that option will take you to 'Set Up Your Company Account'. You will be prompted to enter the name, address, website and phone number of the new entity.
Managing the account settings of Connected Orgs
When you create a Connected Org, your account settings, Expense Policy, and Team Cards will not transfer over. You will have to set this up in each Connected Org you create.
Adding users to a Connected Org
In general, anyone who belongs to multiple connected orgs will have the option to flip between them. If anyone belongs to a single org, they will be taken directly to their account.
The steps to inviting an existing user to a Connected Org is the same as inviting a user to any Abacus account. You must invite the user using the same email address associated to their existing Abacus account. This will allow them to flip between profiles easily!
If they already have an existing user account, all of their personal information will transfer over to the 'People' page in the new Connected Org. This would be their personal information, email address, password and bank account information.
The Connected Orgs feature is available through our Enterprise Plan. If you are interested in this feature or would like additional information, please reach out to email@example.com or visit our pricing page to set up a demo here.