Master Accounts

If you have more than one business location, you can create a Master Account to make it easier to manage your locations and to add new locations.

Master accounts also allow you to easily switch between the accounts for each of your locations and you can save default settings that can be used for setting up new location accounts.

Creating a Master Account

If you would like to create a Master Account, you can follow the steps below:

1. Click on "Account & Settings" and then click on "Account Settings".
2. Click on the "Create Master Account" link on the right-hand side of the page.
3. Complete the form with the settings for your Master Account.
4. Submit the form to create the Master Account.

After submitting the form, a confirmation email will be sent to the email address entered for your Master Account.  Click the confirmation link in the email to confirm your Master Account.

Log into your Master Account using the Master Account link in the confirmation email and add it to your browser's bookmarks for future use.

Using the Master Account

When you login to your Master Account, you will see a list of the branch accounts that are associated with your Master Account. 

Below are some of the actions you can take while logged into your Master Account:

Adding Accounts

You can add additional branch accounts to your Master Account by clicking the "Add Account" link and completing the form.  Once added, the new company will appear in your list of Accounts.

A confirmation email will be sent to confirm the account and once confirmed, you will be able to log in to the branch account.

NOTE: If your company name is the same for all branches, you can differentiate between each company branch, by giving each branch a "Branch Name" in your Account Settings page.

Default Settings

You can save default Account Settings to speed up the process of adding new accounts by following the steps below:

1. Click on "Settings".
2. Click on "Default Branch Settings".
3. Fill out the form and then submit it.

Switching to Branch Accounts

You can switch to any of the accounts associated with your Master account by clicking the "switch" icon in the Account List.  

When you switch to a company account, you will have full administrator privileges for that account.  A bar will appear below the navigation menu when you are viewing an account as the master administrator and includes a button to switch back to the master account.

Reports

You can view Breakdown and Time Series reports for individual accounts or on a consolidated basis by clicking the options below the Reports tab.