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.
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.
