Multi-account
Please note: This feature is currently only available to eligible merchants.
What is Multi-Account?
The new GoCardless Multi-Account feature enables you to manage your account structures by linking multiple GoCardless accounts in a parent-child structure.
This will allow you to accurately represent your business structure on our platform, streamline operations, and eliminate the manual headaches associated with managing tasks across multiple accounts and logins.
What are the benefits of Multi-account?
1. Better visibility - You can link your accounts in a hierarchical parent-child structure, which clearly represents your organisation and allows you to access information across accounts in a central place.
The choice of parent organisation depends on your desired setup and can reflect your legal/contract structure or another organisational arrangement. Importantly, parent admin users will have default admin rights across all child accounts.
2. Simplified Access - The feature provides simplified access by allowing users to be assigned to multiple accounts and easily switch between them with a single login. This removes the administrative burden and security risks of managing numerous separate email addresses and passwords.
You can view all your accounts in a dropdown and quickly switch between them within the GoCardless dashboard.
3. Centralised User Management - Admin users at the parent level can centrally manage users across the account group. You can invite new users to either a parent or a child account via email and pre-configure which accounts they can access and set permission levels for each account. Existing user permissions can also be set on a per-organisation level, and users can be moved between organisations. After setting up new users, it's recommended to disable any unnecessary accounts for security.
How do I set up Multi-account?
Your Customer Success Manager will enable the multi-account feature and guide you through the setup process.