Settings
Businesses and "All businesses"
One account, one or many businesses.
The problemA second brand or location usually means a second login and a second set of settings to keep in step.
The resultRun several businesses under one account, switch between them in a tap, and set what they share once.
What you can do
- Add a business to your account and choose what type of business it is
- Switch between businesses, or look across all of them
- Set each business's trading name, legal name, address, website, sender email and the address customer replies go to
- Give each business its own logo, colours, document template, invoice prefix and invoice language
- Set the account's legal name, address and registration number once for every business
- Enter the bank account and default currency that appear on invoices
How it works
Pick where you work
Use the business switcher to choose a business, or All businesses. Pages about one business, such as the calendar, appear once you choose a business. Others, such as Team and Billing and plans, work across the whole account.
Add a business
In Settings, Businesses, choose New business. Give it a name and choose its type. It starts with your account's country and time zone, and you can change both.
Set it up
Open a business to set its trading name, legal name, address, website, sender email and the reply-to address (where a customer's reply to your emails lands, usually your own mailbox), and its logo, colours, document template, invoice prefix and invoice language. A business can override the account's legal details when it is a separate company.
Set what is shared
Settings, Enterprise holds the account's name, type, legal name, address, registration number, bank account and default currency. Every business uses these unless it sets its own.
Who can use it
Owners and Admins can use this.
Owners and Admins can view and change business settings. Only Owners can change the account-level settings under Enterprise. Admins can read them.
Ask Heyva AI
Which businesses are in my account?
Create a new business called Alpina Windows
Change the sender email of this business
Questions
What does All businesses show?
Can each business have its own legal name?
Which bank account is on the invoices?
Why can I not change the Enterprise settings?
Does a new business copy the team?
In more detail
Setting up a new business is covered in Finish setting up; the type of business is explained in Business types.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_list_businessesheyva_get_businessheyva_create_businessheyva_update_businessheyva_get_enterprise_settingsheyva_update_enterprise_settings