Verto

Multi-Entity

What is Multi-Entity and who is it for?

How do I enable Multi-Entity on my account?

How many entities can I manage under one account?

Overview

How do I create a new entity?

How do I switch between entities?

Can I rename or archive an entity?

How do I set a default entity?

Managing Entities

Can a team member have access to multiple entities?

How do I assign different roles per entity?

Can I restrict a user to a single entity?

Users & Permissions

How do I transfer funds between entities?

Can I view a consolidated balance across all entities?

How do I export reports for a specific entity?

Are transactions between entities treated as internal transfers?

Funds & Reporting

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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