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Tutorial
Web dashboard

Switch organisation

Move between the organisations you work for without signing out.

Sound is off

If you work for more than one provider, one login covers them all. You work in one organisation at a time — its clients, shifts, forms and settings — and switch whenever you need to.

The switcher only appears when you belong to more than one organisation.

  1. Step 1

    Find the switcher

    The organisation you're working in is shown under Organisation at the bottom of the side menu.

  2. Step 2

    Open your organisations

    Click it. Your Organisations lists them all: the one you're in is highlighted with a tick, and a house marks your default organisation.

  3. Step 3

    Switch

    Click another organisation. The app switches to it straight away, and everything you see — clients, shifts, forms, reports — is that organisation's.

  4. Step 4

    Browse them all

    The grid button beside the switcher opens Select Organisation, the full list with a search box. It shows which one is Current and any organisation whose invitation is still pending.

  5. Step 5

    Choose your primary organisation

    On your Profile, the organisations list has Set as primary beside each active organisation. Your primary organisation decides default sign-in routing. On the mobile app, use Switch Org in the menu.

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