The Company Switcher is a convenient way to switch from one entity to another without the need to log out of one account and then log in to another. This can work for both the superuser of the account and other users as long as all the conditions are met.
NOTE: Here are the things we must ensure for smooth switching:
- The user should be an active user of both entities.
- User name/ User ID used for both entities should be the same.
- The company switcher controller should be turned on. This can be requested by sending an email to email@example.com
Step 1: Click on the area where you can see your name:
Step 2: A pop-up window will appear, where you can see Switch Company near the bottom. Click on it.
Step 3: Once you click on , a smaller window will show a list of the company IDs that you can switch to:
Step 4: Click on the company you would like to switch to, the system will bring you to the chosen Company ID