Orbinly
Browse all Help Center topics

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.

Didn't find what you needed?

Our team responds to every message personally.

Contact support