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 between your own portal and other portals or workspaces:
- Log in to your client portal.
You will notice at the top right hand side of the portal your name and then below the current workspace you are viewing
- To switch to another workspace click on the switch workspace icon.
- 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.