How to manage multiple accounts in Rotessa

November 12, 2020
November 12, 2020

At Rotessa, we are big fans of simple.

Our newest feature allows you to toggle between several of your accounts, all with one login. This will be your email and password – no more need for usernames! The set up is easy and will allow you to manage all your Rotessa accounts seamlessly.

First, you must be a user of all the accounts you wish to use. If you are an accountant for a small business who uses Rotessa, you will need their account admin to add you as a user. It’s as easy as sending an email.

Second, once you are a user for all necessary accounts, you will see them available to toggle in the upper right-hand corner. By switching to each of your accounts, you can see their specific customers, transaction schedules, and reports.

Additionally, you can add a new business to Rotessa in the upper right-hand corner.

If you are not already using multi-user, this is a great time to start managing all of your accounts with one simple login. This feature is great for property managers, franchisees, daycare groups, bookkeepers, and anyone who is working with different accounts and businesses all in Rotessa.

Have questions? Send our support team an email.