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Switch Between Accounts

This section will explain how to create and manage separate business accounts. This powerful feature is perfect for keeping your data organized, especially if you manage inventory for multiple businesses, departments, or distinct projects.

What are Separate Business Accounts?​

A separate business account is a completely self-contained inventory environment within Maxilist. Each account has its own unique collections, items, custom fields, and a dedicated team of users. Your data is kept entirely separate from other accounts, ensuring no mix-ups and providing a clean slate for each new venture.

This feature is ideal for:

  • Freelancers and Consultants who manage inventory for different clients.
  • Entrepreneurs running multiple businesses or side projects.
  • Managers overseeing different departments or branches within a single company.
  • Anyone who needs to keep personal and business inventories completely separate.

How to Create a New Account​

Creating a new account is a simple process.

  1. Access Accounts: From the main navigation menu, go to Settings → Accounts.
  2. Add a New Account: Tap the + or New Account button.
  3. Name the Account: You will be prompted to give your new account a name (e.g., "Main Street Cafe," "Summer Pop-Up Shop," or "Warehouse B").
  4. Start Building: Once created, you will automatically switch to the new account. You can now add your inventory data, create custom fields, and invite your team members.
note

Only account owners can create new accounts.

How to Switch Between Accounts​

Seamlessly moving between your different accounts is a key part of the Maxilist experience.

  1. Access Accounts: From the main navigation menu, go to Settings → Accounts.
  2. Switch Account: A list of all the accounts you belong to will appear. Simply tap Switch to switch to the desired account.
  3. Instant Access: Maxilist will instantly load the selected account's data, allowing you to begin working without delay.

Real-World Examples​

For a Business Consultant​

You consult for both "Client A" and "Client B." You create a separate Maxilist account for each, keeping their inventory data completely isolated. When you visit Client A's office, you just switch to that account and you're ready to go.

For a Small Business Owner​

You own a retail store and are starting a side business selling custom art online. You create a new Maxilist account for your online business to manage your art supplies and finished products separately from your main store's inventory.

For a Department Manager​

You manage two departments within your company: "IT Equipment" and "Office Supplies." You create a separate Maxilist account for each, giving each department's team members access only to their specific inventory data.

Frequently Asked Questions (FAQ)​

Is data from one account visible in another?​

No. Data from each account is completely separate and isolated. This ensures privacy and prevents any accidental mix-ups.

Can I invite different users to each account?​

Yes. You can add unique teams to each account. Users will only have access to the accounts they have been invited to.

How is an "account" different from a "collection"?​

A Collection is a way to organize items within a single account. An Account is a separate, self-contained business or project. You can have many collections within one account, but the data does not transfer between accounts.