Single Login Multiple Companies

Summary

🆕 What’s new?
👤 Who can use this feature?
🏢 How can I add a new company to my account?
🔄 How do I switch between companies?
👥 How do I invite users to multiple companies?
📩 I received multiple invites. What should I do?
🧹 Can I remove a user from just one or selected companies ?
❌ Can I delete a user from all companies?
⚠️ I don’t see the option to switch companies. What should I check?
📊 Will data from one company show up in another?
🔄 I have multiple accounts with different logins. Can I merge them?

🆕 What’s new?

You can now manage multiple companies from a single CardUp login. Previously, if you managed more than one business entity, you had to:

• Create separate accounts using different emails
• Log in and out to access each company
• Re-invite the same team members for each business

With this update:

• Add, manage, and switch between multiple companies under one login
• Invite users once and assign them to multiple companies
• Enjoy a simpler, faster, and more organized way to operate across businesses

This is especially valuable for business owners, finance teams, and administrators overseeing multiple legal entities or branches.

👤 Who can use this feature?

This feature is available to:

• Business users who have completed their KYC (Know Your Customer) profile
• Companies that have completed KYB (Know Your Business) profile
• Businesses enrolled in our Beta Release, with the feature enabled by our team

Examples of who will benefit:

• Founders and CFOs managing holding and operating companies
• Finance teams working across group entities or regional outlets
• Admins responsible for managing staff and operations across multiple companies

🏢 How can I add a new company to my account?

If you're an Admin and your current company is fully verified:

1. Log in to CardUp
2. Click the Company Name dropdown at the top left of your dashboard
3. Select “Add New Company”
4. Choose your preferred onboarding method:
   • Corppass (auto-fill from government registry)
   • Manual entry
5. Submit required company info and documents
6. Complete KYB verification for the new entity

Once done, you’ll see:

✅ “Your new company is added successfully. Please use the company name dropdown to switch to the new company.”

You can now access it anytime from the dropdown menu.

🔄 How do I switch between companies?

After linking more than one company:

1. Click the Company Name dropdown on the top-left
2. Select the company you want to switch to
3. You’ll be instantly switched to that company’s dashboard
4. A message will confirm:

✅ “Your account is successfully switched to [Company Name].”

🔔 Important Note

• All data you see — including payments, collections, recipients, and settings — will reflect only the company you are currently switched into.
• Any actions you take (e.g., creating a payment, adding a payee, updating company settings or creating collect requests) will apply exclusively to the selected company.
• ✅To avoid mistakes, always double-check that you're working in the correct company by confirming the company name in the top-left dropdown before proceeding.
  
  

👥 How do I invite users to multiple companies?

You can now invite the same user to one or more companies from a single interface.

To invite a new user:

• Go to Manage Members
• Click Invite Member
• Enter their email, select a role (e.g., Admin, Manager)
• If you're managing multiple companies, you'll see a checkbox list to add them to other companies
• Click Send Invite
  
  

To add an existing user to more companies:

• Go to Manage Members
• Find the user, click “Edit Member”
• Select additional companies under the ‘Select companies’ section
• Click Send Invite
  
  

You’ll get a confirmation message once invites are sent successfully.

📩 I received multiple invites. What should I do?

It depends on whether you're new to CardUp or already have an account on Cardup:

User Type	No. of Companies Invited	No. of Emails Sent	What Happens When You Accept the Invite
New User	1	1	Set your password Accept Terms & Conditions3. You'll land on your company dashboard with a welcome message. You'll land on your company dashboard with a welcome message.
New User	More than 1	1	Set your password Accept Terms & Conditions You will be added to all companies at once and can switch between them from your dashboard.
Existing User	1	1	If logged in: You’ll be redirected directly to the invited company dashboard. If not logged in: You'll be prompted to sign in, then redirected. ✅Dashboard confirmation message: “You have joined [CompanyName] successfully.”
Existing User	More than 1	Multiple (one per company)	You need to click each invite email individually to join each company. After each accept, you'll land on that company’s dashboard. ✅Switch between companies using the dropdown in your dashboard.

After setup, you can easily switch between your companies via the dropdown.

🧹 Can I remove a user from just one or selected companies ?

Yes. If someone no longer needs access to a specific company or companies but still needs access to others:

• Go to Manage Members in that company
• Click Edit next to the user
• In the Linked Companies section, uncheck the company you want to remove them from
• Click Save
  

This won’t affect the user’s access to other companies they’re part of. But note that this will cancel the payments setup by the user from the unlinked companies.

❌ Can I delete a user from all companies?

Yes, if the user should no longer have access to any of your business entities:

• Go to Manage Members
• Click Delete Member next to their name
• A message will confirm:

⚠️ “This will remove the user from all linked companies .”

Once confirmed, the user loses access to all companies on your CardUp account. 

⚠️ I don’t see the option to switch companies. What should I check?

Here’s a quick checklist:

• You’re only linked to one company (add more to activate the switcher)
• Your profile and company verification (KYC/KYB) are incomplete
• Your company hasn’t had the multi-company feature enabled yet (beta feature)

Still unsure? Reach out to [e-mail] and we’ll help you get set up.

📊 Will data from one company show up in another?

 No. Each company’s data is completely isolated and securely managed:

• Payments, payees, team members, and reports are specific to each company
• You only see information for the company you're currently working in
• Transactional emails (e.g., payment receipts) now include the company name clearly for your reference

This ensures clean record-keeping and avoids confusion across entities.

🔄 I have multiple accounts with different logins. Can I merge them?

Yes — we can help you consolidate all your companies into one login. If you currently manage multiple companies using different email logins:

• Email [e-mail]
• We’ll verify your ownership and assist with linking them to one master login
• Once merged, you'll be able to switch between companies with one click

This saves time and helps keep your operations more streamlined.