How to manage multi-company or firm relationships

One user can belong to multiple organizations, for example when you run more than one company. See how to switch between organizations and how to create another organization.

Switch organization

1. Select Team in the left navigation.
2. Scroll to the Switch organization section when you belong to more than one company.
3. Review the list of organizations and your role in each.
4. Select Switch organization on the company you want to open.
5. The workspace reloads in the selected organization context.

What changes after switching

1. Invoices, expenses, clients, and settings belong to the active organization only.
2. Your role may differ between organizations — you can be owner in one and viewer in another.
3. Gestoria connections are per organization; connect or manage access separately in each company.

Working with gestorias across companies

1. Open Gestorias inside each organization to see that company's connected firms.
2. Request access or approve invitations per company instead of assuming one connection covers all.
3. Keep legal details and billing data current in every organization you manage.