In Scoro, you can create multiple entities (formerly called 'company accounts') to manage different company entities with just one Scoro site.
Note! Additional entities are paid add-ons. You need to be a site administrator to add additional entities to your site.
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1. What data is shared between entities?
The following data is shared between entities in Scoro:
- Contacts (companies and people)
- Calendar
- Tasks
- Files
- Price lists
- PDF templates
- Custom fields
- Budgets
- Work report
- Intranet
- Real estate
- Tags
- Statuses
- Mail lists
- Bookmarks
- Currencies
- The default currency can be different for each entity; however, the base currency is applied to all entities. Learn more about currencies.
The following data is not shared between entities in Scoro:
- Quotes
- Orders
- Purchase orders
- Expenses
- Invoices
- E-mails
- Revenue report
- Tax rates
You can choose to share the following data between entities in Scoro:
- Projects - to share a one-off or a retainer project between multiple entities, modify the project, tick the Shared between entities checkbox, and select the entities you want to share it with
- Accounting objects - the selection option is in the object modify view
- Products - you can share any product or service between different entities. The selection can be made in the product modify view or in the product list (for multiple products or services at once).
2. Creating an additional entity
Note! Additional entities are paid add-ons. You need to be a site administrator to add additional entities to your site.
To add another entity to your site, go to Settings > Administration > Plan, Add-ons & Billing, click Add entity and Save changes.
3. Switching between entities in Scoro
To switch between different entities on your site:
- Click on your user name at the top-right corner of the screen
- Select the necessary entity from the list.
4. Managing user access to entities
Site administrators can select what entities users have access to and which of them is their default entity (the one they log into and use on a daily basis). To do this:
- Go to Settings > Users and groups
- Click on the user's name to open their user account settings
- Tick the checkboxes for the entities the user can access
- Select the default entity from the Default dropdown field
- Click Save.
5. Financial reporting on multiple entities
With summarized financial reporting, Scoro takes data from all your entities, sums it up, and gives you a quick overview without switching between different entities.
Summarized financial reporting works in the detailed financial report, summary report, and pipeline report.