Businesses are continually exploring opportunities to grow and generate higher profits. Business expansion strategies include expansion to new markets, locations, product offerings, or mergers & acquisitions. To meet regional requirements based on compliance, taxation, and legal guidelines or internal operational criteria, most businesses choose to establish independent entities.
Let's review this example, ABCFarms a farm-tech company headquartered in Texas, USA decides to operate from India, Singapore, and Australia. To ensure compliance with the legal and taxation guidelines established by each of these countries, it is recommended to set up independent entities. In addition to the benefits associated with compliance, each entity will cater to its unique market needs and help measure performance separate from its parent organization.
Chargebee's Multi-Business Entity solution enables you to manage such multiple businesses as independent entities from a single Chargebee site. This solution is built to ensure you can manage each of your entities as you would an independent Chargebee site. This feature aims to improve the overall functionality of your Chargebee site with the following benefits:
Follow the steps below to enable multiple business entities for your Chargebee site:
Login to your Chargebee site.
Click Settings > Configure Chargebee > Multiple Entity Support.
Click Enable to activate the addition of new entities.
Enter the name in the Business entity name field. In Entity ID enter your own unique entity ID, if you leave the field blank then Chargebee will automatically generate a unique identifier for it. Click Confirm and Enable. Learn more about Entity ID.
Click Go to Business Entities to view all entities once enabled.
View the first business entity with details. You can also manage and add new entities as required.
Entity ID: This is a unique business entity ID that helps you to identify a specific business entity.
Follow the steps below to create business entities for your Chargebee site:
Login to your Chargebee site.
Click Settings > Configure Chargebee > Business entities.
View all entities and click Create Business Entity to add additional entities.
Note: You can create up to 30 entities currently.
Enter the Business entity name and click Create.
A list of all added entities appears on the Business Entities page as shown below.
Follow the steps below to update business entities for your Chargebee site:
Login to your Chargebee site.
Click Settings > Configure Chargebee > Business entities.
View all entities and click Edit to update any specific entity.
Change the Business entity name and click Update.
The name of the updated entity appears on the Business Entities page.
Once the business entities are created, your left navigation pane includes an additional option that allows you to switch between your entities.
Follow the steps below to switch between entities:
Click the switch icon in the left navigation menu to view a list of entities.
Select the entity to access from the list that displays.
Review or update necessary details associated with Business Entity.
The ability to switch between entities is dependent on the access assigned to the user. Users can only view entities for which they are assigned access.
Follow the steps below to invite team members to a site or entity and assign access levels:
A Site admin user can invite another user to have the same access as themselves or lower. In this example, we will review a Site Admin providing Entity Admin access to a user.
Login to your Chargebee site.
Ensure you have selected the site view from the switch icon.
Click Settings > Team Members to invite new users.
Click Invite Members to assign access levels and send email invites.
Enter the email address of the invitee in the Email field and select the applicable radio button to give access to business entitie and click Add Entities to select entities.
Select applicable entities and click Add.
Click the applicable radio button to assign Roles and Access.
Click Create to send the email invite and review the access view page that lists current users and their access levels.
An Entity Admin user can invite users to have the same access or lower. In this example, we will review an Entity Admin providing Entity Admin access to a user.
Login to your Chargebee site.
Ensure you have selected the site view from the switch icon.
Click Settings > Team Members to invite new users.
Click Invite Members.
Enter the email address of the invitee in the Email field and select the entities the user would access.
Select the applicable radio button to assign Roles and Access.
Click Create to send the email invite and review the access view page that lists current users and their access levels.
The configuration of your site and the addition of business entities are now complete. It is now imperative that you add team members and assign them access to the site or entities created.
| Select Entities | Assign Roles |
| All entities | Administrative access:
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Business entity-level access:
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| Role-based access: This allows you to assign access based on the roles configured on your site.
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| Specific entities | Business entity-level access:
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| Role-based access: This allows you to assign access based on the roles configured on your site.
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It is important to note that the access level that a user can assign while inviting a new user is limited to their own access or lower.
Advise your team members to review the receipt of an email and click Accept Invite to be added to the Chargebee site.
The creation and management of customers can be fulfilled by users based on the access that is assigned to them.
To elaborate, a site admin can add customers to any of the entities while an entity-level user can only add customers to the entity to which access is provided.
In this example, the site admin user with access to multiple entities is creating a customer for the Australian entity:
Login to the Chargebee site.
Click Customers from the left navigation menu.
Click Create Customer to add a new customer.
Select the applicable option from the Business Entity drop-down list.
Type the required details into other fields and click Create.
When using the site view, the All Customers list is an effective way of viewing all customer records associated with the site and/or entity.
However, the increased number of entities may result in additional records making it harder to navigate and locate a required customer record. The filter options have been optimized to now include Business Entity allowing you to view customers associated with a business entity.
An entity admin can create customers, however, the customers can be created only for entities that the user has access to. Review the screenshot below for user limited to creating customers for associated entities only.
Subscriptions are created based on the access levels that are associated with the user. Follow the steps below based on the access level assigned to you:
A site admin user may have access to multiple entities and can create a subscription using the customer base from all entities. However, it is important to note that the entity of the customer determines the entity of the subscription too.
Follow the steps below to create a subscription for a customer:
Login to your Chargebee site.
Click Subscriptions.
Click Create New Subscription.
Select an applicable customer from the Customer List or click Create new customer.
A business entity admin can only create subscriptions for entities assigned only. Follow the steps below to create a subscription for a customer associated with an entity.
Login to your Chargebee site.
Click Subscriptions.
Click Create New Subscription.
The associated with the customer displays at the top, enter the subscription details required, and click Create.
The entity associated with the subscription displays at the top of the subscriptions page with the subscription details.
This feature enables you to configure brand styles for each of your business entities. By default, the brand style for each entity is the same as your site style. Using this feature you can override your default brand style and create a custom style for each entity.
Customize your brand's presentation for each business entity.
Following are some common steps to be performed for each configuration:
Select the brand or business entity for which you want to configure the brand style.
Navigate to Settings > Configure Chargebee > Brand Style.
To configure the logo and color of a specific brand, follow these steps on the Brand Style page:
The following are the features whose brand styles are configurable:
To configure the brand style of your email, follow these steps on the Brand Style page:
Click Add Logo & Color or Manage Logo & Color to customize your brand elements and color. Click Apply > Confirm.
In the Email tab, click Customize layout and Confirm to create a custom brand style for your brand's email.
Choose the logo type with desired properties and click Apply Changes. The following are the logo types and their properties:
Click Send test mail to preview your email brand style configuration and click Send Email to send an email to your preferred email address for verification.
Preview the sample email to verify your configuration.
To configure the brand style of your invoice, follow these steps on the Brand Style page:
Click Add Logo & Color or Manage Logo & Color to customize your brand elements and color. Click Apply > Confirm.
In the Invoice tab, click Customize layout and Confirm to create a custom brand style for your brand's invoice.
Choose the logo type with desired properties and click Apply Changes. The following are the logo types and their properties:
Click Preview sample invoice to verify your invoice brand style configuration.
Preview the sample invoice to verify your configuration.
To configure the brand style of your Checkout page, follow these steps on the Brand Style page:
Click Add Logo & Color or Manage Logo & Color to customize your brand elements and color and click Apply > Confirm.
In the Checkout tab, click Customize layout and Confirm to create a custom brand style for your brand's checkout page.
Choose the logo type with desired properties and click Apply Changes. The following are the logo types and their properties:
Click See it in action to verify your checkout page's brand style configuration.
Preview the sample checkout page to verify your configuration.
Checkout and Self-serve Portal has the same configuration. Hence, applying changes to Checkout or Self-serve Portal will be effective for both.
Note: Click Restore default styles, to restore the default style for your preferred brand.
