How can I set up a client that has multiple businesses?

Marlon Misra
Marlon Misra
  • Updated

Currently our data model doesn't support a one client <> many companies relationship. As a workaround we recommend one of these two paths:

  1. Create two client users, one for each business. This means that your client will have two separate login credentials. This path will lead to a bit more friction for your customer but is the most organized. 
  2. Create one client and assign it to one company that represents both businesses. For example, "McDonalds and Burger King". Then, whenever possible, organize client information in a way where you do separate things out for each business. For example, in the Files module you may have one top-level folder called "McDonalds" and one called "Burger King". 

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