---
title: "How to manage a business group"
url: "https://support.cosmesoft.app/en/article/how-to-manage-a-business-group"
language: "en"
last_updated: "2026-09-05T01:41:38.291Z"
---

# How to manage a business group

Use this guide to connect independent businesses, share team members, and configure group-wide settings for your network.

> For a high-level explanation of how business groups work, see [**About Business Group Management**.](https://support.cosmesoft.app/en/article/about-business-group-management)

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## Before you begin

Make sure:

-   You have **Owner** or **Admin** access to the parent organisation.

-   You have the email address of the business owner/s you wish to invite.

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## Step 1 — Invite a new business

To link a new clinic to your group, you must first send them a formal invitation.  
Also not that the business must already exist in Cosmesoft to be invited into your group.

-   Navigate to **Sidebar → My Team**.

-   Select the **Linked Business** tab.

-   Click **Invite Business**.

-   Enter the **Name** and **Email Address** and the business owner (as well as an optional personal note).

-   Click **Send Invitation**.

-   **Note:** The owner will receive a registration link via email to complete their setup and link their account.

![image-20260502-042403.png](https://cdn-assets.productfruits.com/d5005ca7-23a8-4d9d-9430-e15b188a0e15)

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## Step 2 — Manage linked businesses

Once a business accepts the invitation, their clinic will appear in your **Group Businesses** list and their **Team Members** will appear in your **My Team** list.

-   Go to the **Linked Business** tab to view your active network.

-   From here, you can set up a contract between your businesses or view active **Contracts** or agreements between your organisations, in the **Contracts** column.

-   Select the three dots under **Actions** to **Remove** the business from your group.

![2c0002e5-d51c-46b1-a07e-d706f3a1fc7c.png](https://cdn-assets.productfruits.com/df1780cc-2761-4821-b76b-7ba9f8981004)

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## Step 3 — Manage staff across locations

-   Go to **Sidebar → My Team** and review any team members shared across your organisation. Filter by **Organisation** to locate a **Team Member.**

-   Select the three-dot menu under **Actions** and choose **View Member**.

-   Under the **Locations** tab, assign them to any location within your business group by selecting **\+ Add.**

-   With adequate permissions, manage shared team members' **permissions, services,** and **roster** at your business locations. You cannot edit permissions at other organisations. If your roster conflicts with another organisation’s, contact the business owner.

-   Also listed in the Team Member’s account:

-   **Payment Accounts:** e.g., contractor commission % or scripting fees for your nurses

-   **Contracts:** view and issue contracts between your organisations and the team member

-   **Activity Log:** view a trail of activities between your organisation and the team member.

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## Step 4 — Manage shared clinical consultations from outside prescribers

-   Go to **Sidebar → My Team → Invite**.

-   Enter the new prescriber's email address.

-   Enter their details and select user type as **Invite External Member.** Set access level to **Practitioner.** Choose **Capabilities** as **Can Prescribe** and provide a mandatory **Prescriber Number.**

-   Set the role to **Provide Supervision**.

-   After joining, assign them to consultations via the **Supervisor dropdown** on the clinical screen.

-   Supervisors gain secure access to shared client clinical history and prescription data for those sessions.

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