Setting up for company and multi-company

Requirements

This tutorial requires you to install the Viindoo instance.

One of the first steps to operating your business with Viindoo All-in-one Enterprise Management system is to set up the company information. The company information is very important and appears almost everywhere in the system such as:

Company information also makes it easier for partners to identify your business.

Company information settings

Navigate to Settings ‣ Users & Companies ‣ Companies ‣ New. Enter all information about your company as fully as possible.

Note

  • Administrator account login is required to set up the company information.

  • The currency unit could not be changed once accounting entries have been generated.

In the upper right corner, insert a company logo image in the Your logo field to identify the business branding. Click the Save button after completing the information.

Fulfil company information

Multi-companies settings

Viindoo software supports managing multiple companies in one system. To create the second company, you go to Settings > Users & Companies > Companies and select New.

Create the second company

If the system manages more than one company, the Parent Company field will appear. You can select the parent company or set it blank if the company is not a subsidiary.

Set up parent companies

In addition, in the multi-company environment, you can click on the company name in the title bar and select the company environment you need to work.

Enable multi-companies

However, as you can see, child companies do not appear in the companies list view. To view them, you must access the specific parent company’s view and then click the Branches button. The child companies’ view will then appear as shown below.

Enable multi-companies Enable multi-companies

In order for a user account to have access to the data of multiple companies in a multi-company environment, you go to Settings > Users & Companies > Users and select the user account that needs to have the access right.

Choose user account

On the user account, in the Allowed companies field you add the companies you want to grant access to this user.

Choose Multi Companies

Then you choose Save button to save this setting.

See also

Related articles:

Optional modules: