Switching between user profiles
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Users may have access to various clients’ accounts and can easily switch between them.
Switching profiles on the web
To switch accounts, hover over your name in the top right corner to open the account list, then click the account you want to access. You can switch between accounts as often as you like during your session.
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.
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