Run more than one business (organisations)
Each organisation is a separate business: its own billing and card, voice agents, Australian numbers, calls, bookings, customers, reports, team and settings. Nothing in one shows in another. One login can be in as many as you need.
Before you start
- A card for the new organisation's plan. The free trial is for your first organisation, so an added one chooses its minutes before it gets a number.
Three steps
Switch organisation
Click your business's name at the top of the menu. The list shows every organisation you're in, with your role in each. Click one and your dashboard opens on it.
Add an organisation
Click your business's name at the top of the menu, then Add an organisation, then Add and set it up. Setup opens for the new one: your business, your voice agent, your minutes and your number.
Setting up a business for a client? Add it as its own organisation, then invite the client
from Settings, Team so they can sign in to it with their own email.
Join someone else's organisation
When you're invited to another organisation with an email that already has a Lightspire login, open the invite and click Join. It's added beside yours, and the dashboard opens on it.
The top of the menu shows the organisation you're working in, and its pages show only its own agents, calls and bookings.
If something's not right
A tab says "You switched organisation in another tab"
You chose another organisation in a different tab. Click Open the dashboard to carry on in the one you chose. Nothing was saved in the old tab after the switch.