Abacus's Connected Orgs feature allows a user who is a member of multiple organizations to easily flip between accounts and take their personal information with them.
Setting up your account at a Connected Org
This only applies to users who have more than one Abacus account associated with a single email address. In order to join a Connected Org, you will first have to be invited by an Admin. Once you accept the invitation you will be taken to a page that lists all of the Connected Orgs.
What information will be available across accounts?
When you set up your first Abacus account, you are prompted to enter your personal information. All of the following information will be available to you in Connected Org you are a member of:
- Email Address(es) - If you have any secondary email addresses saved to your account, they will also follow you between Connected Orgs.
- Password - You will need only your primary email address and password to log into an account.
- Bank Account information
- Personal Cards
How will receipts be saved across accounts?
Saving receipts in between Connected Orgs is simple! If you forward an email to receipts@Abacus.com, the receipt will be available in all of your accounts. If you would like to associate a receipt with a specific Connected Org or move receipts between Connected Orgs, you can make that distinction on the 'Receipts' page.
Pro Tip: If you would like to automatically associate receipts to the specific org, you can use the dedicated receipt forwarding email address, which is specific to each Connected Org.