How to manage multiple company accounts in Planyard

You can manage multiple legal entities in Planyard by creating separate company accounts. Each account has its own settings, integrations, and users, but all can be linked to your profile for easy switching.

1. Contact your Planyard representative

Before creating additional accounts, confirm with your Planyard representative that your contract supports multi-account use. Planyard staff also need to enable the relevant settings for linked accounts.

2. Understand how company accounts work

Each company account in Planyard is treated as a distinct legal entity. This includes:

• Separate company logo, address, and registration number
• Independent integrations with Xero, QuickBooks, Sage, or MYOB
• Isolated financial data for better control and reporting

You can link your user profile to all your company accounts, allowing you to switch between them without logging in and out.

3. Create an email alias

Planyard requires a unique email for each company account. You can use an email alias to register new accounts without needing new email addresses.

Example: If your email is steven@company.com, you can create an alias like steven+sx@company.com.

Tip:

Use a clear alias that reflects the company name to make it easier to manage accounts (e.g., steven+subsidiary@company.com).

4. Register the new account

1. Register a new account
2. Fill in your new company’s details
3. Use your email alias when registering

Once registered, you can configure settings and integrations for the new account.

Next steps

See how to link accounts and switch between them for instructions on connecting your profiles and managing multiple entities.