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Switching Between Organizations

Users who share a single email address between multiple organizations have the ability to switch between organizations with two clicks.

Search Organizations can be accessed from your initials in the top right corner. From there, choose the organization you'd like to switch into. The page you are currently on will refresh to reflect the data in the new organization.

Please ensure that as you switch, you are performing tasks in the correct organization.

For individuals looking for information on parent/child organizations (also called Enterprise), check out this help guide: Child Organizations (Enterprise)

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