Managing multiple business entities under a single login? TELUS Farm Accounting makes it easy to jump between your companies without needing to log out and back in.
Here is how to switch between your companies, as well as how to get set up.
How to Switch Companies
Depending on your current view, there are two quick ways to move between your companies:
Method 1: The Quick Toggle (Fastest)
If you are already active on more than one company account, look at the top of your screen next to your current company name.
Click the dropdown arrow next to the company name.
Select the company you want to switch to from the list.
Method 2: Via Company Settings
If you don't see the dropdown toggle next to your company name, don't worry! Just follow these steps:
Click the Cog Icon in the top right.
Select Switch Company.
Find the company you need to access and click the blue arrow on the right-hand side of the screen.
š” Note: Once you use Method 2 to switch, the quick-switch dropdown toggle will automatically re-appear next to your company name for future use.
How to Access Multiple Companies
Your user profile is tied directly to your email address. To be added to an additional company, an administrator for that company just needs to invite your existing email address.
To add a user to a company: Go to the Cog Icon > Company Settings > Users and add their email address. Once added, that company will instantly appear in their switchable list!