Collaborate with External Partners
With the new company creation feature, users can use the same email address to access multiple DocSend user accounts for themselves or a user outside of their organization to help manage the new company. This allows the DocSend user to manage multiple companies separately with their own set of billing information, visitor data, documents, folders, Spaces, and users. Alternatively, inviting a user outside of your organization allows you to seamlessly collaborate with them, while having access to all your other company accounts. Here’s how it works:
- How to create a new company
- Selecting the owner of the new company
- Managing invitations
- Managing new company billing
- New company creation FAQ
- Users can create a new company by clicking on Switch Company in the user settings on the top right of the user account.
- Users can then select Create New company to begin creating a new company. Note, your Linked logins will be visible on this page.
- From here, users can create a company and designate the billing owner, the associated email address, and the company name for the new company.
Selecting the owner of the new company
- Creating a new company for yourself - You can create a separate company account with the same email by selecting your Linked login and by selecting a new company name. Please note, you will be charged for each company with an active subscription. You can invite other users anytime by accessing the team user settings.
- Once created, you will be returned to the Switch Company page where you can seamlessly switch between companies each with their own set of billing costs, users, content, and visitor data. The user account that you are actively in will have ACTIVE next to the company. Please note, creating a new company will charge you for the subscription on that new company.
- Once created, you will be returned to the Switch Company page where you can seamlessly switch between companies each with their own set of billing costs, users, content, and visitor data. The user account that you are actively in will have ACTIVE next to the company. Please note, creating a new company will charge you for the subscription on that new company.
- Creating a new company for another user - You can create a company account for yourself and another user by inputting their email address, your Linked login, and also a new company name. Selecting the billing owner as another user will transfer all billing responsibilities to the invited user.
- The invited user will then receive an email invitation to take ownership of the team. Doing so will make the invited user the new owner of the user account and the inviting user an Admin (see User roles).
- The invited user will then receive an email invitation to take ownership of the team. Doing so will make the invited user the new owner of the user account and the inviting user an Admin (see User roles).
- For the inviting user - Invites can be managed anytime through the team user settings. Users can cancel the request and the invited user will seen an error message when attempting to accept the invitation.
- For the invited user - They can manage all company invitations such as resending the invitation to themselves to join the company. They can also choose to decline the invitation, which will remove the invite from the invitation list visible in the team user settings.
Managing new company billing
All newly created companies will be placed on a 14-day grace period before payment is required to keep the company active. Please note, charges for the new company are separate between all all other companies.
Important: the billing owner will want to manage the billing for each company individually by accessing the linked login page.
- The billing owner can always manage their billing information for each company by navigating to the billing page.
- Select Add Card to input billing details.
- Can I transfer documents, visitor data, Spaces, etc between company accounts? No, all assets and visitor data are tied along each company account.
- Can I manage billing settings for all my companies from one user account? No, you will want to manage the billing settings for each company separately. Only the billing owner can manage those details (see User roles for more details).
- Can I update/reset a password for an email address that is associated to multiple companies? Yes, updating a password for one company account will update all other linked logins as well. For more details check out Updating passwords.
- What is the grace period? When a new company is created, the billing owner has 14 days to add a payment method to keep the account active. The billing owner can either be the inviting user or the invited user. Ownership can be transferred anytime in the team user settings. Billing information can be updated anytime during the grace period by navigating to the billing page or by going to the upgrade page.
- Will deactivating/suspending a user that is apart of multiple companies affect other linked logins with the same email address? No, deactivating or suspending a user account on one company will not affect the other. The owner/admin of each company will need to go and deactivate along each company.