Linking Multiple Entities to your Organization

Step 1: Onboard each of your Entities to Paxos Dashboard

You will first need to complete the Dashboard Onboarding process for each of your entities by signing up/creating an account for each entity. Please note that each of these accounts will need to be setup with a different email address.

If you would like to receive all account emails within one email addres, you can use Plus Addressing, wherein you add a “+” symbol and any word/number you want to the end of your email address.

For example, if your email is abc@test.com, creating additional accounts under abc+1@test.com, abc+test@test.com will allow you to receive emails directed to those accounts directly into your abc@test.com mailbox.

Note: You will need to login using the respective email provided at account creation to access that entity!

Step 2: Reach out to Support

Once onboarding for all entities is complete, please reach out to Paxos support to import the different entities into a single organization. Please provide the following information in your support ticket:

• • Organization name where all the entities are to be consolidated

  • Organization admin email and name

    • For SSO organizations, provide the identity provider group name the Org admin belongs to

  • Entities that need to be merged

  • Login Type (SSO or Passkey setup)

  • Environment (Sandbox or Prod)

Once the necessary information has been received, Paxos support will begin working on your request.

Step 3: Access your account

Once completed, Paxos Support will reach out to confirm completion of the request. You can then proceed to login to your account and access your Multi-Entity Dashboard Account!

How do I set up SSO for my account?

Information on setting up SSO can be found here: How do I set up SSO for my account?