Prepare a multi-office account setup

Written steps

1. Confirm the billing structure

   Tell PCSS which offices share one legal and billing account and which need separate accounts. PCSS confirms the appropriate structure before invitations go out.

2. Provide the office and user list

   List each office name and delivery address. Identify each buyer’s work email and the offices they need, the practice administrators and who should see all linked orders.

3. Review and verify access

   PCSS configures the offices and access. Have each person accept their own invitation and verify the right location, account and order view before using it.