SARAH
DocumentationAPI Reference

Multi-Company Management

Manage multiple companies from a single account in Sarah

Last updated: 2026-04-07

Sarah lets you work with more than one company from a single login. That fits consultants, accountants, and owners of several brands.

Basics

  • One user can be a member of several companies.
  • Each company keeps its own catalog, sales, contacts, and settings.
  • Use the company selector in the app to change context without signing out.

Sarah stores which company is active for your session; the exact technical format is not part of this public guide.

Add access to a company

During onboarding

  1. Create your first company and complete its profile.
  2. Choose a plan.
  3. That company is linked to your user.

Join an existing company

  1. An administrator invites you by email.
  2. Accept the invite.
  3. The company appears in your selector.

Create another company

  1. Go to Settings > Company (or the path your workspace uses).
  2. Use Create New Company, complete the data, and pick a plan.
  3. It is added to your account.

Switch company

  1. Open the company selector (often in the sidebar).
  2. Pick the company you need.
  3. Screens, stock, and sales reflect that company automatically.

Programmatic or API switching is not documented here; use the Sarah interface or ask support for approved workflows.

Roles

The same person can have different roles in different companies—for example administrator in one and sales in another. Sarah checks that your role allows each action in the company you have selected.

Everyday scenarios

  • Consultant: clients invite you; you switch companies per client.
  • Two brands: two separate companies with separate inventory.
  • Accounting office: many client companies, each with its own data.

WhatsApp and multiple companies

If a customer is linked to more than one of your companies, the assistant may ask which business they want to talk to, then continue in that context.

Data separation

Reports, products, and sales are scoped to the active company. Technical details (IDs, automation payloads) are not published in this help center; contact Sarah support if you need integration documentation under NDA or internal policy.

Good practices

  • Use clear company names and logos so the team does not work in the wrong context.
  • Grant the minimum role each person needs.
  • Rotate integration secrets if someone who had access should not any longer.
  • Remember billing is usually per company.

If something goes wrong

  • Cannot open a company: confirm the invite was accepted and your user still has access.
  • Wrong company on screen: re-check the selector at the top or side of the app.
  • Missing company in the list: refresh, verify pending invitations, or contact support.

More help

For automation tied to several companies, start at Integrations and Webhooks overview.