I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?
Zoho Invoice allows you to manage multiple organizations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the below mentioned steps:
- Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses firstname.lastname@example.org and email@example.com (in that order) and you wish to bring both of the organizations under the email address firstname.lastname@example.org
- Log into the account created using email@example.com and invite firstname.lastname@example.org as a user and assign the user role as Admin. (To know how to invite a user, click here.)
- You will receive an email invite to join the organization.
- Once you accept the invitation, log into your other account using email@example.com and you will see both the organization’s listed under your account.
- Now, after this is done, delete the user firstname.lastname@example.org from the Users section of your organization (To know how to delete a user, click here).
Note: Users cannot be added to your organization if you are using the Free plan of Zoho Invoice.