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Partner Portal: switch between accounts
Partner Portal: switch between accounts

How to navigate between multiple accounts in the dashboard.

Ricky Villalobos avatar
Written by Ricky Villalobos
Updated over a week ago

As a partner, you may be responsible for managing multiple customer accounts. Only one account is visible at a time, however you can easily switch between accounts using the menu option highlighted below.

The menu is visible on the left side of the dashboard at all times so you can quickly access the various accounts. Once you've selected the highlighted option, a pop up will appear with a list of connected accounts. They are typically separated into 3 categories: Personal, Partner, and Business accounts.

The dashboard will automatically refresh once a selection is made.

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