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Switching Between Organizations in Whippy

Move between multiple organizations in Whippy.

Maria Cairns avatar
Written by Maria Cairns
Updated over a week ago

Why it matters

If you belong to more than one organization, switching views helps you manage conversations, settings, and permissions across each workspace without logging out.

Key Concepts

Organization: A workspace in Whippy that contains its own users, channels, settings, and conversations.

Organization switcher: The menu that allows you to move between organizations linked to your account.

Step-by-Step: Switch Organizations

  1. Click your name in the top-right corner of the screen.

  2. Select the organization you want to switch to from the menu.

  3. If the organization does not appear, use the search bar to find it by name.

Tips and Best Practices

  • Keep organization names distinct to make switching faster.

  • Use the search function when you belong to several organizations.

  • Confirm you are in the correct organization before updating settings or sending messages.

Troubleshooting

Issue

Possible Cause

Fix

Organization not visible

Large list or similar names

Use the search bar to locate the organization

Wrong organization opened

Incorrect menu selection

Reopen the menu and choose the correct workspace

Cannot switch organizations

Permission issue or account mismatch

Contact your Whippy administrator

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