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Multi-entity management
Creating a group and inviting Group administrators
Creating a group and inviting Group administrators

Create a Group and invite others as Group administrators with the Payhawk multi-management capabilities.

Written by Borislav Deyanov
Updated over a week ago

After you have provided the required information about the group entities, Group administrators can create their Group in Payhawk and invite other teammates as Group administrators.

Creating a group for multi-entity management

To create the group of entities you need to manage collectively:

  1. Log in to the Payhawk web portal.

  2. Hover over the name of the current entity and click on the Set up multi-entity group option.

  3. On the screen that opens, enter the desired name of the group, the country of the parent entity, and the consolidated currency. Click on Continue.

  4. On the next screen, select the entities you want to include in the Group for multi-entity management by clicking on them. Click on Continue.

Adding new entities to a Group

As a Group administrator, you can add new entities to an existing Group in Payhawk:

  1. Log in to the Payhawk web portal.

  2. Go to Group Settings > Entities.

  3. Click on + Add entity.

  4. On the screen that appears, the entities that you are part of but are not yet part of the group will be automatically selected. Select or deselect the required entities by clicking on them.

  5. Click on the Add to group button to confirm your choice.

Inviting Group administrators

Only Group administrators can invite more users as Group administrators.

If a teammate is already a Group administrator, they’ll also be displayed as members of the Group.

To invite a teammate as a Group administrator in Payhawk:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Employees.

  3. Click on New.

  4. Enter the email of the teammate and select the Group of entities. Click on Invite. As a result, the user receives an email invite and will automatically become an administrator for all Group entities.

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