Accounts, companies and locations

How to switch the shop you are working in

Whatever you pick here decides which branch’s stock and sales you are working with, so check it before you start a shift.

1. Look at the top bar, on the left.
2. Click the shop or warehouse button — it shows where you are now.
3. Pick from the list. It is grouped into Shops and Warehouses, with a tick beside your current one.
4. If your company allows it, Whole company sits at the top of the list. Choose it to see every location at once.

If your business has more than one company, a company button sits to the left of it. Switch company first, then shop.

If you only have one shop

The buttons still appear, with one entry each. If there is genuinely nothing to pick, you will see a greyed-out dash instead.

Why this matters

Almost everything in SaleSprint hangs off three nested ideas. Get these straight and the rest of the product stops being surprising.

Account → Company → Location

• An account is one business’s whole SaleSprint installation. It is created once, at signup, and everything below it belongs to it alone. You identify it at login by its short name.
• A company is a legal entity inside that account. Most businesses have one. An account can hold several, which is how a group keeps separate books under one login.
• A location is a physical place: a shop or a warehouse. Stock sits at a location, sales happen at a location, and staff are assigned to locations.

Locations can nest, so a site with sub-stores can be modelled as a parent with children.

Shops and warehouses

There are exactly two kinds of location: shop and warehouse. Shops carry an extra classifier for what kind of shop it is, but the shop/warehouse split is the one that changes behaviour — it is what the app uses to group locations when you pick one.

Each location also carries its own address, tax identifier, trading name and contact details. These are not decoration: they are what gets printed at the top of a receipt issued there, so a location with a half-filled address produces a half-filled receipt.

Signing up and adding people

Signing up creates the account, its first company, and a single administrator — you — holding the full set of permissions. A subscription is provisioned at the same time, so the account is usable immediately.

After that, people do not sign themselves up. An administrator creates each user, and the new user is notified. There is no self-service join request and no invitation for a user to accept: the account is created for them, ready to use.

Choosing where you are working

The app bar carries a company switcher and a location switcher. What they offer you depends on who you are:

• An administrator sees every location in the account.
• Everyone else sees only the locations they have been assigned to, grouped into Shops and Warehouses, with a “whole company” option where that has been granted.

An assignment can be given a start and end date, which is how cover for a temporary posting is handled without permanently widening someone’s access.

The switcher is not a security boundary

Switching location changes what you are working on, and it tags your activity in the audit log. It is not what stops you reaching another branch’s data — that is enforced per request on the server, against your assignments. You cannot act at a location you are not assigned to, whatever the switcher is set to.

The exception is the administrator role, which is not subject to the assignment whitelist at all.

See Roles and permissions for what an assignment can and cannot change about a person’s access.

Where your data lives

By default every account shares one database, kept strictly separate by account. An account can instead be moved onto a database of its own — useful for scale, or where a customer’s own policy requires it.

This is an operational change an operator makes on request. It is not something a subscription tier switches on, and it changes nothing you can see in the app.

A small amount of data is deliberately shared across all accounts rather than held per account: the account registry itself, legal documents and their acceptance records, platform announcements, and support tickets.

Account status

An account is in one of five states, and two of them are worth recognising because they change what the app will let you do:

Status	What it means
Pending	Created, not yet active.
Active	Normal operation.
Restricted	You can still sign in and read, but writes are blocked. This is what an unpaid invoice leads to.
Suspended	Sign-in is blocked entirely.
Cancelled	The account is closed.

If the app suddenly refuses to save anything while still letting you look around, check billing before you check anything else — restricted is almost always a payment problem, and it clears when the account is brought back into good standing.

Related

• Roles and permissions
• Plans and what they unlock