Several companies and how to switch between them
A user can belong to several companies; each one keeps its own data, plan and Hacienda connection.
If you are not signed in, Tario asks you to log in and opens your current company.
Steps
Open My companies from the user menu to see the companies you belong to and your role in each.
Click a company to enter it; if you only have one, Tario takes you straight to it when you sign in.
To create another company use New company and complete the setup wizard.
Pending invitations show at the top: accept them to join a company with the role you were given.
A company whose setup was never finished can be deleted from this list; an active company is deleted from Settings → General (owners only).
Tips
- An accountant can belong to every client company with the Accountant role, without seeing one company's data from another.
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