Work in several companies with one account

What it is for

With a single account you can work in several companies: your own and those that invited you, for example clients whose accounts you look after. Each company has its own data, plan, team members and your role, which can differ from one company to another.

Switch between companies

1. At the top right tap the name of the company you are working in.
2. In the menu, below your name and email, you find the list of companies (it only appears if there is more than one); the current one is marked.
3. Tap the company you need: Nanus reloads on that company’s Home page.

The choice applies to the device you are using: on another device you can work in a different company at the same time.

Join another company

You join a company only through an invitation from its owner, who creates it in Settings → Users and sign-in → Team members and sends you the link (valid for 7 days, once).

1. Open the link: the Invitation page shows the company, the role and the email it is for.
2. If you already have an account with that email, enter your password (and the code, if you use two-step verification). Otherwise create the account with a name and password.
3. Tap Accept and enter: you go straight into the new company, which now appears in the menu.

The invitation is tied to the email address: to use the same account in every company, ask each owner to always invite the same email.

What is separate and what is shared

• Separate for each company: contacts, documents, inventory, accounting, settings, plan and role.
• Shared by all: email, password, two-step verification, passkeys and signed-in devices, because they belong to the account.
• Language, theme and the phone bar are device preferences.

Special cases

• How many people can enter a company depends on its plan, pending invitations included: when the limit is reached the owner sees People included in your plan and has to move up a plan.
• If an owner removes your access, the company disappears from your menu and your sessions in that company close.
• You cannot create a second company with the same account from within the app: each company is created along with an account, and its owner can then invite you.
• The desktop app with the data on your computer manages a single company and has no such menu.

See also

• Invite team members and assign roles
• Create an account, sign in and reset your password
• Plans, free trial and subscription
• Enter your company details