Overview of multi-entity management

Learn about multi-entity management in Payhawk and enable Group administrators to manage entities through the Group dashboard all at once.

Written by Borislav Deyanov
Updated over a week ago

As a Payhawk administrator, you may be responsible for the management of two or more entities that have been registered in the system as part of the same holding.

To save time and effort, and optimize your internal processes in Payhawk, you can create a group of entities that you can manage all at once as a group through the available group (multi-entity) settings.

Target roles for the multi-entity management

​By design, the group settings are meant to be used by centralized finance and operations teams or other roles such as:

  • Head of Finance. They can monitor the financial operations of all entities.

  • Treasury. They can ensure diligent cash management of all entities.

  • Head of Accounting. They can plan, organize, and coordinate the year-end processes of all entities.

Required onboarding information

To be able to create a group of entities in Payhawk, you need to provide specific information related to these entities.

To start the procedure, contact your Customer Success specialist and provide the following information:

  • Name of the group (holding).

  • Consolidated currency of the group.

  • Name and country code of the parent entity.

  • Entities you want to include in the group. You can include all entities you have on Payhawk.

By default, Payhawk will assign you as a Group administrator so that you'll be able to invite other administrators later on. For more information, see the article on the Group administrator role in Payhawk.

Group administrators role ​

After providing the information about the entities, you will be assigned as a Group administrator.

Group administrators have access to the Group view in Payhawk and the Group dashboard is their default view.

Group administrators have new Payhawk navigation so that they can quickly navigate between entities as before or go to the Group view.

Group administrators can navigate all apps in the Group module, for example, the Group Dashboard and Employees. This capability allows them to:

Only Group administrators can invite more users as Group Administrators.

Useful resources

Did this answer your question?