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Switch between organisations

Use the organisation switcher to move between different organisations you belong to so you can view and manage the correct organisation’s data.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the organisation switcher

In the application header, select the current organisation name or building icon to open the organisation switcher popover. A list of all organisations you belong to is displayed, along with your role for each one.

Open the organisation switcher

Step 2: Review available organisations and roles

In the popover, browse the list of organisations. Each entry shows the organisation name, whether it is the current one, and your role (Admin, Billing, or Member), indicated by a small icon next to the role label.

Review available organisations and roles

Step 3: Select a different organisation

Click the organisation you want to switch to. If it is different from your current organisation, the system starts the switching process and briefly shows a loading indicator while your session is updated.

Select a different organisation

Step 4: Confirm the organisation has changed

After the switch completes, a confirmation toast appears stating that you have switched to the selected organisation, and the current organisation name in the header updates accordingly. The popover closes automatically.

Confirm the organisation has changed


Last updated: 2025-12-30