Working for more than one company

One email, two employers

Some people work for more than one company that uses WorkOrders, like a technician who covers callouts for two firms, or a manager who does the books for both. Signing up works the same way. To register a second company, you just sign up again with the email address you already use. The difference comes once both addresses are verified.

As soon as they are, WorkOrders knows the two accounts belong to the same person, and a workspace switch appears in the sidebar. People who only work for one company on WorkOrders never see it.

Signing in and switching

Sign in at workorders.nz with your email and password. If your email matches more than one company, you're asked which one you want before you go any further. If you only have one, you go straight to it as usual.

Once you're in, the Workspace panel in the sidebar becomes a dropdown listing every company you're linked to. Pick one and you go straight to it without typing your password again, because you've already signed in with the same verified email. Two-factor authentication doesn't carry across, though. If the company you're switching to requires two-factor, you'll be asked for a code when you arrive, even if you've already entered one for the company you came from.

Two tabs, two companies

Each company has its own address, like yourfirst.workorders.nz and yoursecond.workorders.nz, so you're signed in to each one separately, in its own browser tab. Signing out of one doesn't sign you out of the other. It's fine to leave the first company's tab open while you work in the second, and closing one doesn't affect the other.

Two-factor works the same way in both directions. A company that requires it won't accept a code you entered for a different company, and a company that doesn't require it won't ask for one just because the other company does. See signing in securely for what each company's own rules can ask of you.

On the app

The field app can hold accounts for more than one company on the same phone. If you already have one set up, add the second from Settings → Accounts with the access code your other office gives you. It's the same two-step screen as signing in the first time, except your name, email and phone number are already filled in. Adding the second account doesn't sign you out of the first.

Once both are on the phone, you can switch between them from the same screen without signing in again. Each account gets its own notifications, labelled so you can tell them apart, and tapping one opens the right job in the right account. See signing in on your phone.

What doesn't change

Neither company can see anything about the other. Your name, email and phone number are stored separately for each company, and switching or adding an account doesn't copy anything between them. The two companies stay completely separate, and you just move between them. Each one also counts you as one of its seats. See billing and plans.

If you're a customer of more than one of these firms, not staff, that works differently. See the "One sign-in, every supplier you deal with" section of the customer portal.