Switch accounts
When to use this
Use this when you belong to more than one organisation and need to move into the correct account before doing office work.
What you need first
- You already have access to more than one active organisation.
- You are signed in.
Steps
1. Open the account switcher in the app header. 2. Review the organisation list. 3. Choose the organisation you need. 4. Wait for the app to reload in that account. 5. Confirm the account name before you change users, employees, jobs, or schedules.
What happens next
- The app keeps you signed in and moves you into the selected account.
- Archived organisations are not offered in the switcher.
- The app tries to keep your current page path and query context where that path also exists in the target account.
If it goes wrong
- If you do not see the organisation you need, check your memberships in My Profile and ask an admin to confirm your access.
- If the page you land on does not make sense in the new account, go back to that account’s dashboard and continue from there.
- If you only have one active organisation, the switcher will not appear.