Multiple companies

Belong to more than one company, and switch between them from one login.

Every company you are a member of is listed from your account menu. Switching takes you to that company's own dashboard, data, and settings.

  1. 01

    Open your account menu

    Click your avatar in the bottom corner of the sidebar. Your current company, and any others you belong to, are listed there.

    Account menu

    AR
    AR

    Amelia Reid

    View profile

    Switch company

    NO

    Northgate Legal

    company admin

    HA

    Harbour Property Co

    operator

    Create new company

    Opened from your avatar at the foot of the sidebar

  2. 02

    Pick a company

    Each one shows with your role there.

    What a switch actually does

    1

    Your active company is written to your profile

    One value per person, so every tab and device you are signed in on follows it. Mobile keeps its own separate value.

    2

    The write is read back before anything else happens

    It retries until the change is confirmed, rather than assuming it landed.

    3

    Every cached table, dashboard and schema is cleared

    Nothing from the previous company survives the switch in memory.

    4

    The page hard reloads into Quick Glance

    A full reload rather than a client side route change, so who you are is resolved again from scratch.

    A full reload, so nothing from the old company is left in memory

  3. 03

    You land in that company's own dashboard

    Its own data and its own settings, separate from the company you switched from.

    A tab that has gone stale

    Company changed in another session

    Your active company was changed from a different browser or tab. To avoid mixing up data between companies, this tab needs to refresh before you continue.

    Refresh now

    Shown when another session switched company