Manage multiple organisations centrally

Have multiple brands, limited companies or organisational units that require separate Doc2 accounts? The management portal is for you.

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Kirsty Ibbotson

We are delighted with the simplified document creation processes that Doc2 have helped us to put in place.

Kirsty Ibbotson
Founding Director,
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Easily manage multiple sub-accounts in one place

The management portal is the ultimate convenience for managing multiple Doc2 accounts. Quickly and easily manage all of your accounts from one portal, saving time and effort.

Understand what's happening across your group at a glance

Gain oversight and control when managing multiple accounts. Understand exactly what is happening across your organisation in moments.

Manage templates that the sub-accounts can install

Set up and manage templates in template libraries that only sub-accounts associated with your management portal are able to install. Sub-accounts can personalise them to their business, whilst ensuring compliance across your organisation.

Speak to our team today

Drop us an email and we will walk you through your options and explain exactly how the management portal can work for you.

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Frequently Asked Questions

You are able to hold the billing relationship on behalf of all sub-accounts, with payment made in arrears from the previous month's usage. Alternatively, the individual sub-accounts are able to manage their own billing.

The management portal is set up bespoke for each client. Please contact us for a quote.

You can have as many sub-accounts within the management portal as you need.

The management portal is perfect for: finance broker networks, multi-branded organisations, multi-officed organisations, franchises and software resellers. Please reach out if you would like to see how the management portal could benefit your business.

Tried, Tested & Trusted