Several branches: one account or several?
With several branches, the real question is: a single TAYO.pro account, or one account per branch? Both work; it all depends on who carries the responsibility.
A single account: centralise
Section titled “A single account: centralise”You receive everything in one place, and your clients know you under a single address, whichever branch handles the work. Take the parent company’s UID and turn on Multi-Branch Management (PLUS plan): each project is assigned to a branch. This is what we recommend.
One account per branch: let each one run itself
Section titled “One account per branch: let each one run itself”Each branch has its own notifications, its own certificates, its own Identity and its own clients. Take the branch’s UID, on its own account.
Good to know
Section titled “Good to know”- A branch listed in the register has its own UID: at sign-up, you will see both, same name, different municipality, and the legal form “Swiss branch registered in the commercial register”. If in doubt: official Swiss register.
- A UID can only be used for one account. Your branches share the parent company’s UID and you want one account per branch? Contact us before creating the accounts.
- The module is turned on in Settings → Application; you enter your branches there.
- You then filter your projects by branch: Find a project.