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Switching Between Organizations

If you're a member of multiple organizations, you can easily switch between them. This is useful for consultants, multi-location managers, or users who work with several businesses.

How to Switch Organizations​

  1. Find the Organization Switcher

    • Look for the organization name in the top navigation bar
    • It's usually displayed next to your profile or in the header
    • Click on the organization name or the dropdown arrow

  2. View Available Organizations

    • A dropdown menu will appear
    • Shows all organizations you're a member of
    • Current organization is marked with a checkmark
    • Displays your role in each organization

  3. Select a Different Organization

    • Click on the organization you want to switch to
    • The system will switch your context
    • You'll be redirected to that organization's dashboard

  4. Wait for the Switch

    • Switching takes a moment
    • You'll see a loading indicator
    • The page will refresh with the new organization's data

What Changes When You Switch:

  • All data displayed is now from the selected organization
  • Your role and permissions change based on your role in that organization
  • Navigation and access are filtered to that organization
  • Dashboard shows that organization's statistics

Managing Multiple Organizations​

Benefits of Multiple Organizations:

  • Manage different businesses from one account
  • Separate data for each business
  • Different roles in different organizations
  • Centralized access to all your businesses

Organization Independence:

  • Each organization has completely separate data
  • Employees, schedules, and time logs are isolated
  • Settings are organization-specific
  • No data sharing between organizations

Role-Based Access:

  • You may have different roles in different organizations
  • Owner in one, Manager in another, Viewer in a third
  • Your permissions change based on the current organization
  • Each organization's settings respect your role

Organization Selector Guide​

Understanding the Selector:

  • Current Organization: Shown at the top, marked with a checkmark
  • Other Organizations: Listed below, showing your role
  • Create Organization: Option to create a new organization (if you have permission)

Organization Display:

  • Organization name
  • Your role (Owner, Admin, Manager, Viewer)
  • Visual indicator for current selection

Quick Actions:

  • Click to switch immediately
  • No confirmation needed (switching is safe)
  • Can switch back and forth easily

Troubleshooting:

  • If you don't see an organization, you may not have access
  • Contact the organization owner to get invited
  • Check that you've accepted any pending invitations

Next: Inviting Team Members