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Use more than one TALISK_HQ account on your phone

Open this in Talisk HQ

If you run two businesses, each one has its own TALISK_HQ login. Your phone can hold several of them at once and take you between them in two taps, so you do not have to sign out and back in.

See which account you are in

Open More. The card near the bottom shows the business name and the email you are signed in with. When your phone holds more than one account, the name of the business also stays at the top of every screen, so you can always tell where a receipt or a bill is going.

Switch to another account

  1. Open More and tap the account card.
  2. Tap the account you want. The one you are in has a check and the word Current. Tapping it takes you back into it.

TALISK_HQ shows "Switching to" the business while it opens, then lands you in your inbox. Everything you were looking at belongs to the other business now.

If an account says Sign in again, its password was changed or you signed it out of your other devices. Tap it and enter its password.

An account that has administrator access asks for its two-factor code before you can switch into it.

Add another account

On the same screen, tap Add another account. Enter that account's email and password, and its two-factor code if it has one. The account you were in stays signed in if anything goes wrong. When it works you are switched into the new account.

If this phone already receives notifications, the box Send this account's notifications to this phone is ticked, and you can untick it.

Switch to a mailbox in the other business

Open the mailbox list from the inbox. Under your current business come the other accounts, each with the mailboxes it had the last time you were in it. Tap one to switch to that business and open that mailbox. These rows have no unread numbers: you have to be in a business for TALISK_HQ to look at its mail.

Choose the business before you scan a receipt

When your phone holds more than one account, the receipt scanner says Filing into the business before anything is uploaded, with a Switch control. A receipt you share to TALISK_HQ from another app waits for you to confirm the business first.

Remove an account, or sign out

  • Remove takes an account off this phone. You will need its password to put it back. It does not delete that account's copy of its mail already stored on the phone, so on a phone you are handing over, use Sign out of all accounts on this phone instead.
  • Under your accounts, the sign out button for the business you are in signs that business out and leaves the others signed in.
  • Sign out of all accounts on this phone signs out every account and clears what they left on the phone. Signing out of the last account on the phone clears it too.

Receipts and hours you captured offline are listed under the account that made them, as "2 captures waiting". They are sent only while that account is the one you are in.

Good to know: This is for a phone or tablet browser or an installed home-screen app. The Talisk desktop app does not use it: there, each account has its own window. Each account is a separate login with its own password and two-factor code, and you are in exactly one of them at a time. Talisk does not combine them: there is no shared inbox, no combined books and no combined bill. Another business shows its mailbox names but never its unread counts until you switch to it. A phone holds up to five accounts. The demo cannot add accounts.