Switch the active organisation and understand roles

If your account belongs to more than one organisation, the top bar shows an organisation switcher. Your choice decides the data shown across the whole portal, including the Operations board, calendar, bookings and performance. Your role is held per organisation, not for the account as a whole.

Steps

1. Press the organisation name in the top bar. This switcher only appears when your account belongs to two or more organisations.
2. Choose the organisation you want to manage. Your name and role in each one are shown in that list.
3. Check the screen you have open again. The task board, unit list and performance figures all switch to follow your choice.
4. To see your role in black and white, open Account and look at the Workspace section. It shows your current organisation and role.
5. Organisation admins can open My organization to manage members, change roles between Admin and Staff, and remove members.

What it does not do

Roles are fixed: admin, staff and vendor. There are no custom roles and no individual permissions you can turn on yourself. The active organisation choice is saved in the browser you use, so another device or browser starts again with its own choice. There is no combined view showing all organisations at once, because each screen reads only one active organisation. Invitations can only be sent to users who are already registered, and this switcher cannot be used to create a new organisation.