Switching between profiles (desktop and mobile)
Users may have access to various clients’ accounts and can easily switch between them.
Covered here:
Switching profiles on desktop
Once you logged in, you will see the pop-up for selecting the desired account and the notification with the account you logged in with on the top of the screen.
In the pop-up, you can see the total number of notifications that need your attention (unread documents, messages, new organizers, invoices, etc.). The notification on the top can be closed until your next login by clicking X to the far right of it.
You can access the pop-up anytime later by clicking on the Switch account link at the bottom of the blue sidebar or to the right from the notification on the top. During a session, you can switch between accounts as many times as you want.
Switching profiles on mobile
Tap the Profile icon at the top left, then tap the Switch account button at the bottom and choose the desired profile.
You can switch between client accounts as many times as you want during a session. When switching accounts, you can view the total number of notifications that require your attention, such as unread documents, messages, new organizers, invoices and more.
