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Switching Between Organisations & Clients

Updated over a week ago

The organisation and client switchers make navigating the organisations you are a part of in Dext Prepare and the client accounts attached to them an easy process.

With the organisation and client switchers you can:

  • Easily navigate and distinguish between different organisations and/or businesses you are part of with separate organisation and client switchers, and clients that a user has access to within each organisation.

  • Clearly identify which organisation and/or client account you are currently in.

  • Navigate to different types of client with minimal clicks, including Prepare, Precision, and Solo clients.

  • Search for a specific organisation or client.


How to Use the Switchers

There are two separate switchers you can navigate from:

1. The Organisational Switcher

See and switch between the Organisations you are a part of.

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2. The Client Switcher

See a list of the clients of the selected organisation, and the products they are active in, including Prepare, Solo and Precision.

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