Switch Organizations

If you manage multiple organizations, you can toggle between the organizations you manage under one account.

How To Toggle Between Organizations

1. First, you need to be added as a team member to each organization separately. The team member information—first/last name and email address—should match exactly. You’ll receive an email invitation when you’ve been added as a team member to each organization.

1. Select the ︙ button beside your organization’s name in the top left corner.
   All the organizations that you’ve been added to will be listed here. You’ll have two viewing options: “View” or ”Switch”.
2. Select Switch Organizations.
   1. Switch means you’ll only view that specific organization, and anything you do within the Portal will be for that organization. You should use the Switch function (instead of View) if you need to add content, edit existing content, view analytics, or add/remove team members.
3. Select Switch on the organization you want to view the plans for.
4. Select View.
   1. View means you can see everything for that organization, but any actions you take within the Portal won’t be linked to that organization. This function is best used when you need to confirm which team members are in that organization, but you’re still working within another one.
5. Select Plans on the left side.