Cordlo is a multi-tenant application, allowing you to organize your work into high-level Workspaces (for different entities or major projects) and multiple Businesses in an account.

Note: Billing and subscriptions are managed at the Workspace level, covering all businesses inside it.

1. How to Add a New Business to a Workspace

If you already have a workspace and want to add another distinct business entity:

1. Select the Add new business submenu when you clcik on the business name in the header section.

2. A modal will show up, follow the Onboarding Flow to provide the following details:

   • Step 1: Basic Info: Upload the Business Logo and enter the Business Name.

   • Step 2: Contact Info: Provide the business Email, Phone Number, and Physical Address.

   • Step 3: Location Info: Select the Country, Primary Currency, and Timezone for this specific business.

3. Click Finish Setup. Your new business will now appear in your listing.

2. Switching Between Businesses

Once you have multiple businesses, you can move between them easily:

1. Go to the Header at the top of the page.

2. Click on the User Avatar/Plan dropdown menu.

3. Select Switch Business to return to the business listing page for your current workspace.

4. Click on the business card you wish to manage.

3. Switching Between Workspaces

If you are part of multiple workspaces (e.g., your own and a client’s workspace you were invited to):

1. Click the User Avatar dropdown in the header.

2. Select Switch Workspace.

3. You will be taken back to the primary workspace selection screen to choose a different organization.

4. Managing Business Settings

Each business has its own independent configuration:

• To edit a specific business’s details, navigate to Settings > Account while that business is active.

• Changes made here (like changing the logo or tax settings) will only affect the current business, not others in the same workspace.

5. Troubleshooting

• Business Limit Reached: If you cannot add a new business, check your subscription status via the header dropdown (Billing & Subscription). Some plans limit the number of active businesses per workspace.

• Logo not saving: Ensure the business logo file is a supported image format and is uploaded before clicking next in the onboarding flow.