Learn how to manage accounts and share accounts between companies using a multi-company Heeros PSA accounts
Content
How to view account relations between your companies using Heeros PSA.
Plan: Multi-company support
Permissions: Accounts
How to view multi-company account relations
Navigate to your an account card and click on the Account relations tab. Here you will see how your companies are connected to the accounts in your CRM. As admin, you can define account types in settings.
To add multiple account types to an account simply click on the green plus-icon. This is useful for segmentation if e.g. one of your companies has an account as customer and also sub-contractor.