---
title: "How to manage multiple companies under one subscription?"
slug: "1723138852"
tags: ["Settings"]
updated: 2026-10-20T16:04:13Z
published: 2026-10-20T16:04:13Z
canonical: "help.ila.cegid.com/1723138852"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage multiple companies under one subscription?

- [x] PT
- [x] ES

---

In the [Universe](https://www.cegid.com/ib/pt/produtos/programa-gestao-da-manutencao/) plan, you can have a subscription with **several companies** and define specific information for each company, such as **users** and **time zone.**

---

## Create companies

To add companies to a subscription, follow these steps:

1. Go to **Settings | General | Companies**;
2. Click on **Create**;
3. On the creation screen, fill in the required data:
  - **Abbreviation**;
  - **Company Name**;
  - **Country**;
  - **Tax ID**;
4. Click on:
  - **Save and New**, to save the company and start a new record;
  - **Save**, to save only the company.

After creating the company, you can switch between companies in the **company selector**, located at the top of the screen. The records created are always associated with the company selected in the selector.

---

## Restrict access by company

When adding more companies to a subscription, you can define which users have **access to each company**. This process is divided into two steps:

**Step 1: create restriction groups**

To create a restriction group, follow these steps:

1. Go to **Settings** | **System** | **Groups;**
2. Click on **Create**;
3. Enter the group's identification **data** and select the **users** who belong to the group;
4. Click on:
  - **Save and New**, to save the group and start a new record;
  - **Save**, to save only the group.

**Step 2: add restriction groups to the company**

To add a restriction group to a company, follow these steps:

1. Go to **Settings** | **General** | **Companies**;
2. Create a company or edit an existing one;
3. For an existing company, click on **Edit**;
4. In the **Access Restrictions** tab, select the previously created **user group**. If the tab is not visible, click on the **+** icon, next to the tabs, and select the **Access Restrictions** extension;
5. Click on **Save**.

**Note**: users have access to notifications if they have access to the company.

---

## Set up time zone and currency by company

When adding more companies to a subscription, you can specify the **settings** of each company, such as the **time zone** and **currency**.

To set up the time zone and the organization currency by company, follow these steps:

1. Go to **Settings | General | Companies**;
2. Create a company or edit an existing one;
3. For an existing company, click on **Edit**;
4. In the **General** tab, set the **Base Currency**;
5. In the **Settings** tab, set the **Time Zone Id**. When creating a company, first click on the **+** icon, next to the **General** tab, and select the **Settings** extension;
6. Click on **Save**.

**Notes**:

- The organization's currency can only be **changed if there are no records** in the tables with base/reporting currency (only transactional/documents, stock entries/issues and costs);
- The dates shown when sending notifications are **converted to the selected time zone**. If **no time zone is selected**, dates are sent with the **UTC +00:00** time zone.

---

## View data in lists

List data is **always filtered by the company** **selected in the company selector**. You cannot view data for all companies simultaneously in the same list.

When there is more than one company, some data is **common** to all companies and other data is **specific** to each company.

****Common** data across companies**

The following **data** is common to all companies:

- Workshops;
- Employees;
- Specialties;
- Consents;
- Geolocation history;
- Scheduling group;
- Customers;
- Suppliers;
- Contacts;
- Addresses;
- Parts;
- Brands/Models;
- Criticality;
- Families;
- Location function;
- Tag configuration;
- Maintenance plans;
- Tasks;
- Work order types;
- Work order request types;
- Work order workflow;
- Request workflow;
- Failure typifications;
- Currencies;
- Exchange rates;
- State justification;
- Countries;
- Regions;
- Culture;
- Sequence;
- Unit;
- Users/Groups/Roles;
- Data import;
- Symptoms/Causes/Actions;
- Misc cost group;
- Operating states;
- Priority levels;
- Task verification types;
- Email templates;
- Requisition types.

**Data **specific** by company**

The following data is **specific** to each company:

- Assets (equipment/tools/locations/routes);
- Asset indicators;
- Asset inactivation;
- Down time record;
- Meters;
- Meter values;
- Monitorings;
- Monitoring values;
- Misc costs;
- Stock entry;
- Stock issue;
- Requisitions;
- Requests;
- Work orders;
- Work order assignment;
- Task verification;
- Costs report (labor, consumption, misc costs);
- Preventive maintenance;
- Preventive maintenance events;
- Failures;
- Misc costs types;
- Scheduling types;
- Access levels;
- Background services;
- Warehouses;
- Notifications.

> [!WARNING]
> At the moment, Analytics **does not present** the data by company.