The account switcher only shows up if you have access to more than one account. If you have a single account, this guide doesn’t apply — you’ll use your normal dashboard.
Where It Lives
Switching Accounts
Search or scroll
If you have many accounts, type in the search bar at the top to filter by name. A checkmark next to an entry indicates your currently active account.
Features of the Switcher
- Live search — debounced 300ms, filters account names as you type
- Checkmark indicator — shows which account is currently active
- Pagination — if you have 50+ accounts, the list paginates cleanly
- Switch back anytime — no separate “undo” needed, just pick the other account again
What Switching Affects
When you switch accounts, the scope of almost everything changes:- Projects — you see only projects belonging to the new account
- CRM contacts, deals, pipeline — scoped to the new account
- Marketing — campaigns, email lists, ad accounts — scoped
- Team members — you see only the team of the new account
- Billing — invoices, plan, payment methods reflect the new account
Your login identity stays the same. You don’t log out — you’re just changing which account’s data you’re looking at. Your email, profile, and notification preferences are yours personally, not tied to any one account.
Use Cases
- Agencies — switch between client accounts during a workday without re-auth
- SaaS operators — flip to a customer’s account to debug or support
- Freelancers — manage separate accounts for different retainers
- Consultants — stay signed into your own account while toggling into clients’ setups
Verifying a Switch
Troubleshooting
I don't see the account switcher at all
I don't see the account switcher at all
You likely have access to only one account. The switcher only appears when there are 2+. To gain access to another account, the owner of that account needs to invite you (they go to Settings > Team and invite your email).
An account I was invited to isn't in the list
An account I was invited to isn't in the list
Check your email for the invitation — you may need to click the accept link first. After accepting, refresh the dashboard and the account should appear in your switcher.
I switched but I'm seeing the wrong projects
I switched but I'm seeing the wrong projects
Try a hard refresh (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows). Occasionally the page state lingers during a fast switch. If it persists, sign out and back in.
Search isn't finding an account I know exists
Search isn't finding an account I know exists
Search matches on account name, case-insensitive. Check you’re spelling it as the owner named it (not your shorthand for them). If still not found, make sure the account is in your accessible list — it may have been removed.
I was kicked out of an account unexpectedly
I was kicked out of an account unexpectedly
An admin on that account may have removed your access. Reach out to the account owner to re-invite you.
What’s Next?
Invite Your Team
Add teammates to an account so they can switch into it too
Team Roles
Understand what each role can do within an account