## **🏢 Overview**

If you manage more than one company or website, a clear setup from day one saves time and prevents mix-ups in your data, reports, and optimizations. This article explains how to plan your structure, set up each company, check that everything works, and get hands-on training from our team.

## **🗺️ Step 1: Plan Your Structure Before You Build**

Spend 10 to 15 minutes on a simple plan before adding anything to the platform. Write down the following for each company:

- **Business name** and the main website address (domain)
- **Locations** served, if the company is local or has several branches
- **Main goals**, such as more traffic, more local leads, or better rankings
- **Top keywords** and main competitors
- **Who needs access**, such as team members or clients

Keep each company separate. Do not combine two businesses into one project, because their rankings, audits, and reports will blend together and become hard to read.

## **🧱 Step 2: Recommended Setup Structure**

A good rule is **one company = one website = one project**. Follow these habits to keep things tidy:

- Use a consistent naming pattern for every company, for example the business name followed by the domain.
- Add each website exactly as it appears live, including the correct version of the address (with or without www, and https).
- If a company has several websites or subdomains, decide whether each one should be tracked on its own, and keep the same naming pattern.
- Set the target location and language for each company so that results match the market you care about.

## **⚙️ Step 3: Set Up Each Company**

Complete these steps one company at a time rather than starting all of them at once. Finish one fully, then repeat the same process for the next.

1. Add the company website to your account.
2. Enter the business details and target location.
3. Add your main keywords and competitors so tracking and research tools have something to work with.
4. Run a site audit to get a starting picture of the website's health.
5. Connect any available integrations, such as Google tools, so the platform can pull in your real performance data.
6. If you use OTTO SEO, follow its installation steps for that specific website and confirm it is active before moving on.
7. Review the results and note anything that looks incorrect, such as the wrong location or a missing page.

## **✅ Step 4: Check That Everything Works**

After setup, use this quick checklist for each company:

- The correct website and business name appear in the project.
- Keywords and competitors match what you planned.
- Your site audit has finished and shows results.
- Connected integrations show data and no error messages.
- Rankings and reports are not mixing data from another company.
- Team members or clients can see only the companies they should.

If any item fails, double-check the website address and location settings first. These are the most common causes of missing or confusing data.

## **🎓 Getting Training on the Platform**

You do not have to learn everything at once. A good learning order for new accounts looks like this:

1. **Start with one company.** Learn the basics there, then repeat for the others.
2. **Learn the audit first.** It shows what needs attention on the site.
3. **Move to keywords and rank tracking.** This helps you measure progress.
4. **Add optimization and content tools** once your foundation is in place.
5. **Set up regular reports** for each company so you can review progress on a schedule.

Browse the Knowledge Base for guides on each tool. For a walkthrough of your own multi-company setup, our team can review your structure with you and answer questions about your specific plan. The fastest way to reach them is through the chat widget described at the end of this article.

## **⚠️ Common Mistakes to Avoid**

- **Mixing companies in one project.** This makes reports and rankings unreliable.
- **Entering the wrong website version.** A mismatch can cause missing data.
- **Skipping location settings.** Results may not match your real market.
- **Setting up everything at once.** It is easier to catch errors when you finish one company at a time.
- **Using inconsistent names.** Several similar names make it hard to find the right company later.

## **💬 What to Include When You Ask for Help**

To get a faster and more useful answer, share these details in your first message:

- How many companies you manage
- The website address of each one
- Which tools you plan to use for each company
- What is not working or what you would like to learn
- Whether anyone else needs access to the account

## **🙋 Need More Help?**

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type **human teammate** to be instantly connected with a member of our team.