Switching organisations in the CRM
If your Reapit account has access to more than one organisation, you can switch between them without signing out.
Using the organisation selector
Look at the top bar, beside the Reapit logo. If you have access to multiple organisations, the name of the currently active organisation is shown there as a button with a chevron.
Select it to see the list of available organisations. Each is tagged Customer (your live agency) or Developer (a sandbox), and the one you are in is highlighted with a tick. An organisation you can use both ways appears twice, once with each tag.
Select the organisation you want to switch to by clicking its name.
The CRM reloads with the data for the selected organisation and opens on the dashboard, since a record from the organisation you left won't exist in the new one.
Identifying the current organisation
The name of the active organisation is always shown in the top bar, next to the Reapit logo, whether or not the left-hand menu is collapsed. If you are using a sandbox environment, "(SBOX)" will appear next to the organisation name so you can easily distinguish it from a live environment.
Only one organisation
If your account is linked to only one organisation, the button is replaced by a plain text label showing your organisation name. No switching is needed.
Permissions
Your permissions and access level may differ between organisations. If you switch to an organisation and find you cannot see certain data or features, speak to your system administrator to confirm your access rights for that organisation.
Having trouble switching?
If the organisation you need is not listed, your account has not been granted access to it. Contact your system administrator or use Contact us in the Help centre menu, inside the profile menu.