<aside> 🎯

When to use this — you run several legal entities, or you're a bookkeeper or accountant handling ResaleCertify for more than one client.

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The model in one paragraph

One login can belong to many organizations. An organization is one business entity, identified by its EIN. Almost everything in the app — registrations, vendors, company details, the authorized officer, team members, billing, and setup progress — belongs to an organization, not to you. Exactly one organization is active at a time, and its name is shown in the top bar.

<aside> ⚠️

Check the top bar before you do anything consequential. Adding a registration or downloading a certificate under the wrong organization is the single easiest mistake to make here, and registrations can't be deleted afterwards — see WI-3.

</aside>

What is shared and what isn't

Per login (shared across all your orgs) Per organization (separate for each)
Email address, password, two-factor enrolment Jurisdiction registrations
Which organizations you can see Vendors
Company details and authorized officer
Team members and roles
Subscription and billing
Setup wizard progress

Steps

Switch organization

  1. Click the organization name in the top bar.
  2. Switch organization.

The organization menu.

The organization menu.

  1. Pick from the list. Your role is shown on each, and the active one is tagged Current.

The picker, with role badges and the current organization marked.

The picker, with role badges and the current organization marked.

The whole app re-points at the organization you chose.

Add another business

Organization menu → Add organization (or Add another organization at the foot of the picker). That reopens the EIN form — full procedure in WI-1, including what happens when the EIN is already known to us.

Get access to a business someone else already set up

Two routes, and the first is much faster:

  1. Ask them to invite you — a manager adds you under Settings → Team Members. Immediate.