Getting Started
Switching between organizations
1 minute read time Difficulty: beginner
Switching between organizations
If you manage multiple businesses or brands, you can switch between them without logging out.
When you'd have multiple organizations
- You manage multiple brands/businesses
- You're an agency handling multiple clients
- You have separate test and production environments
How to switch
On web
- Click your organization name in the top-left corner (or sidebar)
- A dropdown shows all organizations you belong to
- Click the one you want to switch to
- The app reloads with that organization's data
On mobile
- Go to Settings
- Tap your organization name at the top
- Select a different organization
What changes when you switch
- Contacts, conversations, campaigns — all organization-specific
- Templates, accounts, settings — separate per organization
- Your personal profile (name, email, password) stays the same
Tips
- Name organizations clearly — "Acme Corp - Production" vs "Acme Corp - Test"
- Check before sending — Make sure you're in the right org before sending campaigns
- Separate test data — Use a different org for testing so you don't mix with real customers
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