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Team & users

Work across more than one business

One login can belong to several businesses — your own plus any that invite you. Here is exactly how to get invited, where the My Businesses page lives, and how switching works.

What this is for

A bookkeeper with several clients, an owner with two companies, or an accountant helping out — one Worklog login covers them all, at no extra cost, because Worklog has no per-user fees. Each business's books stay completely separate; you simply choose which one you're working in.

Step 1 — get invited to the other business

  1. The OWNER of the other business logs in there and opens Team & Permissions (Business Hub → Team, or /team).
  2. They tap + Invite, type YOUR email address — the one you already log in to Worklog with — and choose what you may see and do there.
  3. They send you the invite: Worklog can email it to you, or they copy the link and send it themselves, on WhatsApp say.
  4. Open the link and accept while logged in as yourself. No second account, no second password — your existing login simply gains a second business.
💡Only a business on the Team or Complete plan can invite people. Team has room for the owner plus five logins; Complete has no limit. Joining costs you nothing.

Step 2 — find My Businesses

The page lives at worklog.co.za/my-businesses, and there are two doors to it inside the app:

  1. On a computer: the card at the very top of the left sidebar shows the business you're working in — tap it. Once your login belongs to more than one business, it also shows a Switch ⇄ hint.
  2. On your phone: a Businesses ⇄ button appears in the row at the top of the dashboard (next to Help).
⚠️The phone's Businesses ⇄ button only appears once your login belongs to MORE THAN ONE business — with a single business there is nothing to switch to, so it stays out of the way. If you don't see it, you haven't accepted an invite to a second business yet (or you can go straight to /my-businesses).

Step 3 — switch

  1. My Businesses lists every business your login belongs to: your role there, its plan, and up to three deadlines falling due in the next 45 days — SARS returns, plus UIF and COIDA once it has staff.
  2. The one you're currently in is marked ✓ Current.
  3. Tap Open → on another one. The whole app — every list, report and widget — switches to that business, and its dashboard opens.
⚠️The switch is for the whole browser. Any other tab or window still showing the old business is covered by "The business selected has changed" — tap Reload this page there before you carry on. Nothing you do in that tab goes through until you reload it, whether it's a save, a payment or a delete.

Good to know

Your dashboard board is separate per business, so your widget layout in one client doesn't follow you into another. The deadline digest shows each business's registered obligations; open the business itself for its full Compliance Dashboard. And your access in each business is exactly what its owner granted — being the owner of your own business gives you no extra rights in anyone else's.

Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
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