If you’re linked to more than one Budgetly company account, you can switch between them without logging out.
How to set up multi-company access
- The user must be invited (not added) to the second company using the same email address.
- Before accepting the invite, the user must log out of their current company.
- Once logged into the second company, the Switch company option becomes available.
Important: The user must be invited via the Invite user method — not Add user — because Budgetly requires unique email logins. The invite method links the existing email across accounts.
How to switch on desktop
- Click your company name in the sidebar (with the
>arrow). - Select Switch company from the panel.
- Choose the company you want to switch to.
How to switch on mobile
- Tap More in the bottom right.
- Tap Switch company.
- Choose the company.
Common questions
Can I be an admin on one account and a user on another?
Yes. Your role is set independently on each company account.
Do I need a separate password for each company?
No. You use the same email and password across all linked company accounts.
Is there a limit to how many companies I can be linked to?
No limit. You can be linked to as many company accounts as needed.