Learn how ApprovedAP handles single-company and multi-company workspaces, how to switch between organizations, and how to invite team members.
Most ApprovedAP accounts start as a single-company workspace. All vendors, connections, alerts, and audit trail records belong to one organization. Team members you invite have access to that organization only.
The Multi-Company plan supports up to 25 separate company workspaces under one account. Each workspace has its own vendors, BILL/QuickBooks connections, approval rules, and audit trail. A portfolio dashboard gives a bird's-eye view across all entities.
If you have access to multiple organizations, you can switch between them using the organization switcher in the top navigation bar. Click your organization name to see the list of organizations you belong to.
Go to Settings → Team to invite team members. You can assign one of four roles: Admin, Standard User, Read-only User, or Trusted Advisor. Trusted Advisors (such as external CPAs or fractional CFOs) have full read/write access to vendors and compliance data but cannot manage billing, disconnect integrations, or transfer ownership.