Switching Between Companies and Agents
Switch between your companies and agents, and add a new company.
On this page
Your account can belong to several companies. Each company has its own agents, team members and billing, and you can have a different role in each one.
Switching Companies
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Click the company selector at the top of the sidebar.
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Click a company. If you have many, type its name in Search companies... first.
The dashboard of the company's first agent opens.
If the company has no agent yet, you see Una isn't hired yet. Owners and Admins can click Hire Una to buy Una for this company. See Hiring a New Agent.
Switching Agents
Click an agent in the sidebar to open Una's dashboard and show Una's menu under the agent's name. See Dashboard Overview.
Adding a Company
A new company starts with buying Una for it.
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Open the company selector and click Add new company. You can also click Add company in Account Settings > Companies.
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Fill in the purchase form. The Business name you enter becomes the company's name, and you become its Owner.
For the steps, see Hiring a New Agent.