If you are invited as a guest to an individual's client portal or added as a connection to an Entity workspace, you not only have access to your own personal portal, but also the portal/workspace you belong to as a guest or connection.
Switching between workspaces is important, and now is easier than ever to move from one workspace to the next with a click of a button.
To switch workspaces:
- Log in to your portal. Your dashboard will show the workspace you are currently viewing.
- To switch to another workspace click on the switch button at the top right of the screen.
- A pop-up window will open, asking you to select the workspace you'd like to switch to.
Click on the chosen workspace and select 'Switch'.
Note: Icons located to the left of the workspace name are indicative of the type of workspace (personal/entity) you belong to. - Once the switch has been made, you will be viewing the selected entity/client workspace. A message at the top of the dashboard is displayed to confirm the workspace being viewed.