Master account for group companies

🏢 How it works

Step	What happens	Who
1	The feature is turned on for your company	Expense Support
2	The user verifies their email address in each company	The user
3	The companies are linked to the user's account	The administrator or the user
4	The user switches between the companies	The user

👉 Applies to: administrators in groups where the same person works in several companies. See also Get started with Expense for several companies in a group.

📩 Step 1 – Ask support to turn on the feature

Contact Expense Support and ask them to activate the master account for your company. Wait for confirmation before you continue.

📧 Step 2 – The user verifies their email

The user must verify their email address in each company they will have access to. Feel free to send them the link to Switch between companies with a master account, where the steps are described.

⚙️ Step 3 – Give the user access to several companies

Check that the user has verified their email in all companies.
Go to Administrate > Persons and open the user.
Open the Advanced tab.
Add the companies and click Save.
Log in and out of the companies to check that the link exists in all of them.

✅ The user can now switch between the companies.

👉 The user can also link the companies themselves under My > Settings > Advanced tab. Both options apply to the web.

📱 In the app, the user links each company with a code and then switches user. See Switch between companies with a master account.

⚠️ Good to know

📧 The email must be verified in each company that will be linked
👤 Permissions are set separately in each company
🚫 Companies the user should not have access to do not need to be verified

❓ Frequently asked questions (FAQ)

Who turns on the master account?
Expense Support, after you have contacted them.

Does the email have to be verified in each company?
Yes, otherwise the company cannot be linked.

Can I limit which companies a user has access to?
Yes, you choose the companies on the Advanced tab for the person. This applies to the web.

Does the user get the same permissions in all companies?
No, the permissions are set in each company separately.

✅ Summary

📩 Expense Support turns on the master account
📧 The user verifies their email in each company
⚙️ You link the companies under Administrate > Persons > Advanced
🔄 The user then switches between the companies