Multiple accounts

Overview

In this section, you’ll learn how to add Instamoney accounts to your Dashboard view.

If you need multiple Instamoney accounts for a separate business, or for different departments or entities of your business, you can create another account by registering for a new Dashboard account.

Create an additional account

To create a new Instamoney account, complete the Registration process again. When doing this, you will need to use a new email address that you have not used before on a Instamoney account.

Add all accounts to your Dashboard view

After you’ve created two or more Instamoney accounts, you can Invite yourself using your preferred email address as a User to each of these accounts to see it on your Dashboard view.

To invite your preferred email address, visit Settings > Users, and select Invite User in the upper-right side of the screen. Enter your preferred email address, select the account permissions, and send the invitation. Finally, check your email and accept the invitation.

As long as your same email address is on the User list of each of your Instamoney accounts, you will be able to see and switch between accounts in one Dashboard view.

Make sure you have full access to the email address you invite so you can:

• Receive all emailed reports
• Receive announcements / alerts
• Set up 2-Step Verification

Switch between accounts

Switch between accounts from your Dashboard view by clicking on your Profile in the upper right corner and selecting the account to switch to.