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Help Center / Your client portal / Switching between companies
Switching between companies
One login for a person who works with more than one of your clients.
If the same person is a contact at more than one of your clients, they use a single login and see a company switcher in the portal's sidebar. Everyone else sees no change.
- Each company's projects, invoices and files stay separate. Switching changes which company they're looking at.
- Their dashboard layout is saved per company.
- To give someone access to a second company, simply add them as a contact there. They get an "added to a company" email instead of a new invitation.
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