How do I switch between multiple entities?

Modified on: Fri, 29 Jul, 2022 at 4:57 PM


How to Switch between multiple entities and profiles?


Once the business entities are created, your left navigation pane includes an additional option that allows you to switch between your entities.


Follow the steps below to switch between entities: 

  1. Click the switch icon in the left navigation menu to view a list of entities.

  1. Select the entity to access from the list that displays.

  1. Review or update necessary details associated with the business entity. 

Note: The switch icon can be used to switch from an entity to the site too. However, this is not applicable to users who have entity-admin access only.

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