Manage multiple business entities

Summary

Use this guide to create, switch between, and manage multiple business entities under one Reah account.

Add a new business entity

1. Click the Settings gear icon in the bottom-left corner of the navigation bar.
2. Under the Individual section, select Profile, then open the Business Account tab.
3. Click + Onboard new Business, located below your current entity list.
4. Follow the prompts to enter your new entity's details and complete the onboarding process.

If your entity includes banking or card services, it will go through a compliance review before those features become active.

Switch between entities

1. Look at the bottom-left corner of your sidebar, below the Settings menu.
2. Click the current Entity Name to open the entity switcher.
3. Select the entity you want to manage.

Your dashboard refreshes immediately to show the wallets, transactions, and team members for the selected entity.

Roles and access across entities

Each entity has its own set of team members and roles. A person can have different roles on different entities — for example, Admin on one and Viewer on another.

As an Owner, you can see all entities from your account while giving specific team members access only to the entities relevant to them.

Key things to know

• Each entity has a separate wallet, ledger, and transaction history. Funds are never co-mingled across entities.
• Switching entities does not require logging out and back in.
• Year-end reporting and audits stay clean because every entity's records are fully separated.

What to do next

• Add or remove team members in Reah
• Set up permission groups in Reah
• Transfer entity ownership in Reah