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Switch between organisations

Use the organisation switcher to change which organisation you are working in and review its available Intelligence Unit (IU) credits.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the organisation switcher​

Select the organisation name in the navigation bar to open the organisation switcher popover, showing all organisations you can access along with your role in each one.

Open the organisation switcher

Step 2: Review IU credit badge for the current organisation​

Check the coloured IU credit badge next to the current organisation name to see whether credits are healthy, low, or exhausted before making changes or running intensive tasks.

Review IU credit badge for the current organisation

Step 3: Inspect exact IU credits​

Hover your cursor over the IU credit badge to view a tooltip with the exact number of remaining Intelligence Unit credits for the current organisation.

Inspect exact IU credits

Step 4: Identify your role in each organisation​

In the organisation list, use the role icon and label (such as Admin, Billing, or Member) beside each organisation to confirm what level of access you have before switching.

Identify your role in each organisation

Step 5: Switch to a different organisation​

Select the desired organisation from the list to switch your working context; the application updates to show data, permissions, and IU credits for the chosen organisation.

Switch to a different organisation

Step 6: Respond to low or exhausted IU credits​

When the IU badge is amber or red, hover to read the warning message and, if available, follow the prompt to open the top-up or upgrade options for that organisation.

Respond to low or exhausted IU credits

Last updated: 2026-07-13