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NOTE: This help article refers to Easify Version 3 which is no longer supported.

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Installing an Additional Company

Adding an additional company is easy in Easify if you have EASU installed, all you need to do is re-run Easify setup and select the option to add a new company. This article will walk you through the process.


We strongly recommend that you run Windows Update and install all critical updates and service packs before installing Easify.

We strongly recommend that you temporarily disable anti-virus software during the installation process, and that you reboot your computer prior to installing Easify.




When you launch Setup.exe you will be greeted with the installer welcome screen. Click Next to continue.




Please read the Easify End User License Agreement (EULA) and if you agree to its terms, tick the box to accept the license agreement.

Click Next when you are ready to move on.




Easify setup will now check your computer for any previously installed versions of Easify. As we are installing an additional company Easify will detect the previous installation and will ask if we want to upgrade the existing installation.



Since we want to install a new company, we select the [No] option so that we can choose what we would like to do.



At the next screen of the installation wizard you have the opportunity to choose one of three installation options.

As we wish to add a new company, we will choose the third option "Add New Company".

Click Next when ready to move on.



When prompted, enter the name of the new company that you want to add. This should be the full company name as it would appear on official paperwork, or as registered at Companies House if a registered company.

Click OK when ready to move on.



Easify setup will now proceed to create your additional company.



If all went well you will be congratulated on a job well done.

And the next time you launch the Easify client on any of your Easify enabled computers, you will be prompted as to which company you would like to log onto.



Simply select the company of your choosing and click OK to open that company. You can continue to use Easify as normal.


Note: If you want to use the advanced features of EASU such as eCommerce and Scheduled orders, purchases and backups for your newly added company, you will need to re-run EASU setup for that company. This article explains how. 
 

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