How to add a second (or fifth) company under your Booksmor account, switch between them, set per-company password locks, and keep their data isolated.
For the overview, see Multi-company, Team & CA Collaboration. This doc covers the operational flows.
Time to read: ~6 minutes.
You’ll need: an account whose plan includes multi_company (the base plan supports 1 company; additional companies are plan-gated).
Where to find the screens
- Setup → Switch company — pick which company you’re currently working in.
- The same screen has + Add a company if your plan supports more than one.
- Setup → Settings → Company lock (inside each company) — set / change / clear the per-company password.
The Choose a company screen also appears immediately after login when you have access to more than one company.
Add a new company
- Setup → Switch company.
- Click + Add a company.
- Fill in:
- Name — the legal / trading name.
- Country — IN by default.
- Click Create company.
You’re added as Owner of the new company. A toast confirms; the new company appears in your company list.
You can now switch to it (next section) and set it up the same way you set up your first — see Your first day with Booksmor.
If the + Add a company button isn’t visible, your plan doesn’t include multi-company. Check Setup → Subscription.
Switch companies
Three ways:
From inside an open company
Setup → Switch company → click the target company’s card → you’re switched. The browser tab reloads to load the new tenant’s data.
From the Choose-a-company screen
Visible right after login. Click any card to open that company.
Quick-switch (if available)
Some installations show a tenant dropdown in the top bar — click → pick → switch. Same effect as Setup → Switch company.
Per-company password lock
For sensitive companies, set a company-specific password. Anyone (including you) clicking into the company gets prompted before opening.
Set / change the lock password
- Inside the company you want to protect, Setup → Settings → Company lock.
- Set a strong password (same policy as user passwords: min 9 chars + uppercase + digit + special).
- Save.
From now on, clicking this company on the Choose a company screen prompts for the lock password before opening.
Unlock when prompted
- Click the locked company tile (shows a lock icon).
- Type the lock password in the modal.
- Click Unlock.
The unlock is per-session — close the browser, you’ll be prompted again next time.
Remove the lock
Same screen — Settings → Company lock → clear the password → save.
Data isolation between companies
Each company is fully isolated:
- Separate books (vouchers, accounts, customers, vendors, items).
- Separate GSTIN.
- Separate Chart of Accounts (each bootstraps the standard COA when first set up).
- Separate team members (a user can be in multiple companies; each membership has its own role).
- Separate settings (branding, GST config, voucher books, etc.).
- Separate AI token wallets.
- Separate subscriptions (each company is billed separately at base + chosen add-ons).
The isolation is enforced at the database level (Row-Level Security on every tenant table). Even Booksmor’s superadmin can’t accidentally show one company’s data to another.
Common questions
My CA wants access to all 3 of my companies. Do I invite them to each? Yes — invite them via Setup → Team → Invite member in each company. Or use the CAID-link option (Settings → Accountant access) in each company. They see all companies they’re linked to in their Partner Portal.
Can my team member be Owner of one company and Cashier of another? Yes. Each company × user combo has its own role. Set them up independently from each company’s Team page.
How many companies can I have under my plan? Base plan: 1 company. Additional companies are plan-gated — check Setup → Subscription to see your current limit. Contact sales@booksmor.com for higher-volume needs.
Can I copy settings from one company to another (e.g. branding, voucher templates)? Not in the current release. Each company is set up independently. If you have 3 companies that all need the same branding + templates, set them up 3 times.
Can I see consolidated reports across all my companies? Not in the current release. Each company’s reports are scoped to itself. Cross-company consolidation is a planned multi-company-plus feature.
My second company’s name is wrong — can I rename it? Yes — from inside that company, Setup → Settings → Business name → edit → save.
Can I delete a company I no longer need? Yes — but it requires Owner role and is irreversible. Setup → Settings → Danger zone → Delete company. Data is retained read-only for 90 days for accidental-delete recovery.
Do I get charged for an empty/unused company? Companies under your account are billed per the active subscription on each one. A company in trial doesn’t charge; an active company on the base plan charges ₹550/mo whether you use it or not. To pause, let it expire to grace then read-only — no further charge.
Troubleshooting
Choose-a-company screen is empty. Your account has no company memberships. Either create one via /register, or get invited by someone with an existing company.
Locked company prompt won’t accept the password. You might have set the password in a different company (each company has its own lock). Verify which company you set it in. If you’ve truly forgotten, an Owner of that company can clear/reset the lock from Settings → Company lock.
Switched to a new company but old company’s data still appears. The browser sometimes caches the active tenant ID. Refresh the page; if stale data persists, log out and log back in.
”+ Add a company” button missing. Your plan doesn’t include multi-company. Setup → Subscription shows your current limit. Upgrade or contact sales.
Need more help? Email support@booksmor.com with which company you’re trying to access and what’s misbehaving.