As a business owner, you can add multiple organisations on the Desk App and manage members and business module processes within those organisations. Let us look at how to add your organisation on the Desk Mobile App.
On the main dashboard screen, tap on the plus icon to the top-right corner.
You will be prompted to enter your company information, such as the name of your company, financial / accounting settings, and billing/shipping address.
The name of your company is what is shown to any people added to your organisation. The country selection will determine the currency to be used as default and ideally should be the country of incorporation. The country will also determine the timezone setting for the transactions and attendance tracking.
- The financial year start is the date on which the accounting period of the company starts for the year.
- Book Beginning date is the date on which the organisation starts using the Desk mobile App.
As a Company Creator, you can add multiple organisations without any limits on the Desk App, hence repeat the above steps to create more organisations.
Switching between Organisations
To access/switch between different organisations, simply tap on the organisation name on the top. This will bring up a menu with the various organisations which you are a part of, as an owner or a team-member. Tapping on any organisation name from the selection will allow you to switch immediately.