Using the Company Switcher

Overview

The company switcher lets you manage multiple companies from a single StartGlobal account. You can switch between companies to view their individual dashboards, formation progress, and settings. You can also create new companies directly from the switcher. This guide explains how to use the company switcher effectively.

Before You Begin

1. Locate the Company Switcher

1. Look at the top of the sidebar for the blue company button.

   What you will see

   A blue button (colored #156bff) displaying your currently active company name.

2. Open the Company Dropdown

1. Click the blue company button.

   What you will see

   A dropdown menu will appear listing all companies associated with your account. Each company name is shown in the list. At the bottom of the dropdown, you will see a "Create New Company" option with a Plus icon.

3. Switch to a Different Company

1. Click on the name of the company you want to switch to.

   What you will see

   The dashboard will reload to show the selected company's information. The company button at the top of the sidebar will update to display the newly selected company name. All sections (home, formation progress, compliance, etc.) will now reflect data for the selected company.

4. Create a New Company

1. Open the company dropdown and click the "Create New Company" option (identified by the Plus icon).

   What you will see

   You will be taken to the company creation flow where you can set up a new business entity. Follow the on-screen instructions to provide your new company's details.

What Happens Next

• After switching companies, all dashboard sections will display data for the selected company.
• Your formation progress, action items, compliance requirements, and settings will all correspond to the active company.
• When you create a new company, you will be guided through the formation setup process.