Account: Switch To

The 'Account Switch To' feature provides comprehensive access to any account, allowing you to execute a wide range of functions. This encompasses tasks such as creating and administering individual user accounts, adjusting estimation tables, configuring API keys and widgets, and much more. For additional information, please consult the section on branch account dashboards.

To switch to any account, follow these steps:

  1. Navigate to the ACCOUNTS section.

  2. Click the green "switch to" icon next to the account you want to access.

  3. When you're finished using this account, click the "SWITCH BACK" link in the top right corner of the dashboard to return to your original account.

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