A new feature on our platform, is the option to switch between two accounts. There are a number of reasons one may want to do this but for our example, we will be switching between two accounts because Rachel Green has two jobs that both utilize SolidProfessor.
Please note: The 'Switch Account View' will only be available once you've been added to more than one account by our customer success team.
1. Changing between the two organizations is as simple as clicking the user drop-down in the left-hand corner of your dashboard and selecting 'Switch Account View.'
2. As you can see in our example, Rachel is currently employed by both Ralph Lauren and Central Perk. Since she is currently viewing her Central Perk account, she will be given the option to switch to her Ralph Lauren account.
3. After selecting 'Ralph Lauren,' she will then select 'Save' to be taken to her additional organization.
4. And just like that, Rachel has switched over to her other account. Since she is the 'Manager' at Ralph Lauren, she now has the 'Reporting' tab option. At Central Perk, she did not because she is a 'Learner.'
Anytime you need to toggle between accounts, please just follow the simple steps above. The next time you log in, you'll see whichever account view you saved last.
If you're not seeing the 'Switch Account View' option, but are not, please contact firstname.lastname@example.org to clarify which account(s) you're associated with.