Your workspace
Working with several companies
When one organisation with teams is right and when you need several.
The question comes up as soon as there is more than one entity, subsidiary or brand. The answer turns on one thing: whether the people and the documents overlap.
| Situation | What suits |
|---|---|
| Several brands, same team, same suppliers | One organisation with teams |
| Different entities sharing an admin function | One organisation with teams and scoped permissions |
| Subsidiaries whose teams must not see each other | Separate organisations |
| A firm managing its clients | One organisation, one team or folder per client |
The practical rule
Start with one organisation. Splitting later is easier than merging: moving documents between organisations is work, and splitting a history is what makes nothing add up afterwards.
Important
If two group entities compete or have different shareholders, separate them properly. A misconfigured permission between teams in one organisation is a configuration error; between separate organisations it cannot happen.
What is shared and what is not
- Within one organisation: contacts, templates, balance and settings.
- Between organisations: nothing. They are independent accounts.
Worth knowing
A person can belong to several organisations and switch between them without anything being mixed.
›Can a case be moved from one to another?
It is manual work. Which is why it is worth deciding first.
›Is the balance shared?
Within one organisation, yes. Between organisations, no.
›What about invoicing separately?
It depends on your case; ask before building the structure.
A real case
The situation
A group with three entities and shared administration hesitates between one account or three.
What you do
- Sets up one organisation with a team per entity
- Scopes each team's permissions
What you get
Administration works across all of them and each entity sees only its own, without triplicating templates and contacts.
The situation
Documents from two group companies get mixed.
What you do
- Separates each company into its own organisation
What you get
Each one holds its own.
The situation
One person works for two group companies.
What you do
- Grants access to both with a single account
What you get
No duplicate accounts or passwords.
The situation
A report mixes data from several companies.
What you do
- Queries by organisation
What you get
Each figure belongs to whom it should.
The situation
A client asks about the wrong company.
What you do
- Checks which organisation holds the file
What you get
You answer from the right one.
The situation
Something belonging to one company is shared from another.
What you do
- Shares from the owning organisation
What you get
The trail points at the right party.
This article answers
- manage several legal entities in one account
- separate subsidiaries or brands
- one organisation or several
- group of companies documentation