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.