What this guide covers
When to switch
Switch accounts when you:
- Work as a client for one business and as a team member for another
- Belong to multiple client portals under different businesses
- Need to return to your primary business after reviewing a client's estimates
Steps
Open the profile menu
Click your name in the top-right corner of the client portal header.
Choose Switch Account
This option appears when you have more than one available context. You are taken to the account picker.
Select the destination
Pick an Internal Business to open
/app, or a Client Portal row to return to/clientfor that client.