Master Account - Group Companies
If you manage multiple companies within the same group, Expense offers a Master Account feature that allows users to switch seamlessly between legal entities directly within the Expense portal. Instead of maintaining separate logins and workflows for each company, authorized users can manage multiple entities from a single account, improving efficiency and simplifying administration across the group.
What Is a Master Account?
The Master Account feature allows users to:
- 🏢 Access multiple companies from one login
- 🔄 Switch between legal entities directly in Expense
- 👥 Manage users across multiple companies
- ✅ Simplify administration within a corporate group
- 🚀 Improve efficiency for finance and administration teams
👉 Ideal for organizations operating multiple companies within the same group structure.
Activate the Master Account Feature
Before the functionality can be used, it must first be activated by Expense Support.
Step-by-Step
- 📩 Contact Expense Support
- Request activation of the Master Account feature
- Wait for confirmation from Support
✅ Once enabled, configuration can begin.
Verify Your Email Address
To switch between companies, users must verify their email address in each company they need access to.
Step-by-Step
- Log in to Expense
- Navigate to:
My > Settings > Verify Email
- Enter the verification code sent to your registered email address
- Complete the verification
✅ Your email address is now verified.
Verify Access in Multiple Companies
If you need access to several companies:
- Repeat the verification process in each company
- Use the same email address across all companies
✅ Verification is required before company switching can be enabled.
Important
Administrators only need to verify their email address in companies they actually need access to.
👉 No verification is required for companies outside their scope of responsibility.
Add Companies to Your Profile
Once your email address has been verified, you can connect additional companies to your account.
Step-by-Step
- Navigate to:
My > Settings > Advanced
- Select the companies you wish to access
- Click Save
✅ The selected companies are now connected to your account.
Add Additional Companies
If you need access to more companies later:
- Return to My > Settings > Advanced
- Select additional companies
- Save the changes
✅ Repeat as needed for all relevant entities.
Grant Access to Another User
Administrators can grant users access to multiple companies within the group.
Step 1 – Verify the User's Email
The user must first verify their email address in every company they need to access.
Follow the instructions in:
My > Settings > Verify Email
✅ Verification must be completed before access can be granted.
Step 2 – Assign Company Access
As an administrator:
- Go to:
Administration > People
- Open the user's profile
- Select the Advanced tab
- Add the companies the user should access
- Click Save
✅ The user now has access to the selected companies.
Step 3 – Repeat for Additional Companies
If the user needs access to more entities:
- Add each required company
- Save the configuration
✅ The user can then switch freely between assigned companies.
Switching Between Companies
After setup is complete, users can easily move between companies without logging out.
Benefits
- 🔄 Quick company switching
- ✅ Single sign-on experience
- 🏢 Manage multiple legal entities
- 📊 Improved efficiency for administrators and finance teams
Use Cases
👨💼 Group Administrators
Manage multiple companies from one account.
📊 Finance Teams
Work across several legal entities without separate logins.
👥 Shared Services
Centralized administration for payroll, accounting, and expense management.
🏢 Corporate Groups
Maintain a consistent user experience across all companies.
Benefits of the Master Account Feature
⚡ Increased Efficiency
Switch between companies instantly.
👥 Simplified User Management
Manage permissions across multiple legal entities.
🔒 Improved Security
User access is controlled at the company level.
✅ Better Group Administration
Perfect for organizations with a shared finance or administration function.
💡 Tips for Best Results
- ✅ Use the same email address across all companies
- 👥 Verify email addresses before assigning access
- 🔍 Review company permissions regularly
- 🏢 Only assign access to companies required for the user's role
❓ Frequently Asked Questions (FAQ)
Do I need to contact Support to enable the feature?
Yes, Expense Support must activate the Master Account feature before it can be used.
Does every company require email verification?
Yes, users must verify their email address in every company they need access to.
Can administrators grant access to multiple companies?
Yes, access is managed through Administration > People > Advanced.
Can users switch companies without logging out?
Yes, once configured, users can switch directly between assigned companies.
✅ Summary
- 🏢 Manage multiple companies from a single Expense account
- 📩 Contact Expense Support to activate the feature
- ✅ Verify your email address in each company
- 👥 Administrators can assign access via Administration > People > Advanced
- 🔄 Switch between legal entities directly in the Expense portal
- 🚀 Simplify group-wide expense administration with Master Accounts