Switching organisation or customer

What this is for

Some people work for more than one customer, or help more than one organization. This page explains how the portals let you change who you are acting for, and why the data on screen changes when you do.

Who can see it

• Customer Portal: anyone whose account has been given access to more than one customer.
• Control Tower: you are signed in to one organization at a time. The organization is decided by your sign-in.

Where to find it

In the Customer Portal, at the top right of every screen, there is a box showing your name, your role and the customer you are acting for. Select it to open the list.

What you see

The list shows each customer your account can open, with your role at that customer. The current one is marked.

What you can do

1. Select the box at the top right.
2. Choose the customer you want.
3. The portal reloads for that customer and shows a short confirmation.

Related

• Roles and permissions
• Customer Portal dashboard

Tips

• Your role can differ between customers. You might be able to place orders for one and only view invoices for another.
• After switching, the portal takes you away from the screen you were on. An order that belongs to the previous customer would not exist for the new one.
• Not seeing a customer you expect? Ask the customer's administrator to give your account access.