Anywhere Franchise: How do I Add a New Company in darwin Cloud?

Anywhere Franchise: How do I Add a New Company in darwin Cloud?

Companies set up in darwin Cloud are designed to keep finances separated between different legal entities, as bank accounts assigned to one company cannot be accessed from other companies. Companies can also be used for franchise reporting purposes in cases where offices have separate franchise Company ID's.

To add a new company:

  1. Click Company
  2. Click Company
  3. Click new
  4. Enter Company Name for display
  5. Enter Company Legal Name
  6. Enter brand code (C21, BHG, CB)
  7. Enter mailbox id if applicable (for Anywhere customers)
  8. Click start

Fill in additional information about the company on the screen that opens

  1. Enter address
  2. Enter state tax id
  3. Click save

After the changes are saved, the field company guid will automatically populate, and a default office called labeled as the "Corporate" office will populate. The "Corporate" office exists for accounting purposes, and agents should not be assigned to this office.

To add additional offices to the new company

  1. Click Company
  2. Click Office
  3. Click new
  4. Select company from the dropdown list
  5. Enter office name
  6. Click start

On the office screen that populates, additional details about the office can be filled in. If agents will be added to this office, the franchise ID field is required.  (For independent companies, enter "1111")

  1. Enter franchise ID
  2. Click save

By default, new companies are hidden from all users.  Make sure to add permission to the new company and office for any users who will need access:

  1. Click Security
  2. Click Users
  3. Click search
  4. Enter username or full name
  5. Click search
  1. Select username from filtered list, if there are many
  2. Click companies tab
  3. Check the box of the company to add permission
  1. Click offices tab
  2. Check the boxes of the offices to add permissions
  3. Click save

Additional Setup Considerations

  • For MLS setup, email support@accounttech.com and provide the names of the MLS feeds
  • For dash initialization, email support@accounttech.com, and provide the Company ID and Office IDs associated with the new company, along with the date the new company will be 'live' in dash
  • To set up bank accounts for the new company, review the article Add / Edit bank accounts in the Chart of Accounts
  • To set up users for the new office, review the article Add New User

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