User Operations Documentation

Multi-Company Management & Dynamic Columns

Learn how to create independent company workspaces, switch environments seamlessly, and configure dynamic custom fields.

🏢

Creating & Managing Multiple Companies

Manage separate business entities independently under a single account workspace.

Step-by-Step Instructions

  • 1
    Navigate to Company Management: Click the company creation prompt in your dashboard workspace.
  • 2
    Enter Business Details: Input the company name (e.g., Deb Salon) and physical address details.
  • 3
    Save New Company: Click Save to instantly spin up an isolated corporate workspace.
  • 4
    Independent Environment: Each business maintains its own configuration, columns, logs, receipts, and statistics.
💡Helpful tips

The multi-company switcher becomes visible in the main navigation as soon as you have more than one registered company.