Switching between organizations is only possible for users with the "Accountant" role. The account must have more than one client who has accepted an invite.

See How to invite clients via Partner Portal for details on how to invite clients.

1. To switch between client organizations, first, log into your partner account to view a list of your current active clients.

2. Find the client you want to access and select the "Go" button.

Note: the "Last Viewed" label indicates the current organization you're linked to.

3. The app will take you to the "Reports" page. The reports generated from here will be for the currently selected client organization.

4. To switch to another client organization, click on "Clients" from the navigation menu to get back to the partners portal. Then select the "Go" button next to the client org you wish to access.

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