MyDocSafe lets you control multiple accounts from a single master login. This feature is ideal if you
run a business with several brands or are in several partnerships that do similar things
are a consultant building and re-selling MyDocSafe to clients
Businesses with several brands
How to add a new account
You can add a new Account (or "Company") go to Home and click on "Create account"
Each company requires a separate subscription and can be set up using a different payment method.
Changing accounts
Context between accounts you have access to can be done with Home / Change company or via the dropdown menu in the top left corner. You could also see a "Switch" button in the top left in you are also a portal user.
Each company can have its own branding and settings including separate portal URLs
Data cannot be shared between accounts through the interface. If a document is stored in one account, the only way to move it to another account is by downloading it to your computer first and re-uploading it to another account.
If you are a consultant
If you are building accounts for clients:
use "transfer ownership" feature in Settings when the time comes to hand over account management to another user.
contact us to learn more about our referral programme (sales@mydocsafehq.com)
if your clients do very similar things and you would like an ability to create your own "account template", let us know (customersuccess@mydocsafehq.com)