How do I switch between accounts?
Only Super Administrators may switch between accounts. Access to this feature is restricted, based on the program you purchased.
Posted by The Team at Mindmatrix on 16 February 2016 05:51 PM | |
Please note: This feature is only available for Enterprise level customers. To switch between accounts go the icon on the upper left hand corner of the screen and click on the switch user button.
In the "Switch User Menu," click on the account you would like to go to, and then click "Switch."
You will now access to the user's dashboard. | |
Related Articles
Enabling and Using the Switch Role Persona Feature
Introduction: This article introduces the Switch Role Persona feature, designed for users with multiple assigned roles. This feature enhances usability by allowing users to seamlessly switch between roles, providing role-specific views and actions. ...Tab Visibility Control on Contacts and Accounts Pages
Introduction and Overview Super Admin users can now control the visibility of tabs (folders) on the Contacts and Accounts pages for users within the current company. This enhancement allows granular control over which folders are visible to specific ...How to Delete Accounts from Account Lists?
How to Delete Accounts from Account Lists? The Mindmatrix Bridge platform provides the ability to delete accounts directly from the Account List Preview page. Administrators can delete individual accounts, bulk delete multiple accounts, and ...New Design for Accounts and Overview Page (V5) - Comprehensive Guide
Introduction and Overview A transformative new design for Account Records and the Overview Page (V5) has been introduced, representing a significant evolution in how users interact with account management functionality. This comprehensive update ...How do I export contacts, lists, and accounts?
Posted by The Team at Mindmatrix on 09 September 2015 05:42 AM Exporting contacts into an excel file Step 1: Go to Connections>Contacts Step 2: Select the contacts that you wish to export using check boxes on the left had side of the page. (Note, you ...