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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
  • SUBSCRIBE

How to add an Account to a Group Account

A Group Account in RealTime CEO consolidates two or more individual company accounts.  It provides the same metrics and analysis but at a consolidated level.  It also allows users to login once to the group and then access the individual company accounts without further logins.

To add individual company accounts to a Group, follow these steps:

Notes:

  • You must have already set up a Group account – Email Support for help.
  • You must have Owner access rights.
  1. Get the Group Link Code:
    1. Login to the Group Account using the username and password created when it was set up.
    2. Click on the user icon (bottom-left corner of the screen). This takes you to the Account Settings.
    3. Click the Group Account tab.
    4. Next to the Group Code, click Copy.
  2. Link the individual company accounts to the Group using the Link Code:
    1. Login to the first existing individual company account using your username and password.
    2. Click on the user icon (bottom-left corner of the screen). This takes you to the Account Settings.
    3. Click the Group Account tab.
    4. Click Link to an account (or Link to another account if one has already been linked).
    5. Paste the Group Account Code and tick “I agree to give the group owner full access to this account”.
    6. Click Link Account.
  3. Repeat from Step 2 for each other company to be linked to the Group.


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