How to choose between adding a location or opening a new 7shifts account
Choosing the right account structure ensures your team and settings are organized to help your 7shifts account grow alongside your business.
Things To Know
- Location-based structure is best for businesses sharing the same company entity, ownership, and staff members.
- Separate account structure is best for distinct business entities, franchises, or branches with completely different owners/administration and company setting requirements.
- Using the same email address for multiple accounts allows you to switch between them using the dropdown menu in the top-left corner.
Note: Keep in mind, separate accounts may be required for certain third-party payroll integrations, Admin/user permission needs and account setting requirements. If you are unsure what is best for your team, reach out to 7shifts support for assistance.
Option 1: Adding a New Location
Adding a new location is the best choice if employees frequently work across different sites and you want to keep management under one roof.
- Account Owners and Admins manage all locations with a single login.
- You can schedule the same employees across multiple locations without creating duplicate profiles.
- Most company settings would require to be the same, though you can customize Labor and Compliance rules for each specific site.
- 7shifts adds the new location to your existing billing plan.
Tip: You can still use a different payment method for each location if preferred.
To set up a new location:
- Log in as an Admin to the web app.
- Go to Settings.
- Select Locations/Departments/Roles.
- Click Locations and select +Add New Location.
This is how the locations appear in the account on the schedule page:
Option 2: Creating a Separate Account
Creating a separate account may be the best choice if the new site operates as its own business entity and does not share staff with your current locations.
- You can assign a different Account Owner and Admins for each account.
- Each account maintains its own Company Settings, pay schedules, and billing plans.
- Employees are managed separately and schedules do not overlap or sync between the different accounts.
Note: To link your accounts for easy switching, ensure both accounts use the same email and password.
To set up a separate account:
- Visit the 7shifts sign-up page and select Start Free Trial.
- Register the new account using a different email address.
- Update your email in profile settings after the account is created to ensure it matches your primary login so you can easily toggle between the two following these step: Connect Multiple 7shifts Accounts.
This is how the Accounts appear as separate entities on the top left drop-down (when user has same email for both):