If your organization has multiple offices or branches, you can switch between them using the Tenant Selector in the header.
How to Switch Tenants
- Look at the header bar at the top of the page
- Next to your organization name, you'll see the current tenant/office name
- Click the dropdown arrow to see all available tenants
- Each option shows the tenant name and location
- Select the tenant you want to switch to
- The application will refresh, loading data for the selected tenant
What Happens When You Switch
When you switch tenants:
- All grid data is cleared and reloaded for the new tenant
- Matters, contacts, events, and ledger entries reflect the new office
- Your role and permissions may differ between tenants
- Notifications and reminders update to show tenant-specific items
Important Notes
- Switching tenants does not log you out
- Your organization stays the same when switching tenants
- If you only have one tenant, the selector won't be visible
- Some data (like organization-wide reports) may span all tenants
Related: Understanding Your Organization | Manage Tenants