> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Switch Between Accounts

> Move between your different Hiveku client accounts

If you're an agency, freelancer, or SaaS operator with access to multiple Hiveku accounts, the account switcher lets you move between them without logging out and back in.

<Info>
  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.
</Info>

## Where It Lives

```
Sidebar top-left > click your account avatar
```

The avatar shows initials for the current account — e.g., "AC" for Acme Corp. Clicking it opens a dropdown.

## Switching Accounts

<Steps>
  <Step title="Click the account avatar">
    Top-left of the sidebar. The dropdown opens.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click the target account">
    The dashboard reloads, scoped to that account — projects, CRM, marketing, tasks, everything.
  </Step>
</Steps>

## 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

<Info>
  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.
</Info>

## 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

<Steps>
  <Step title="Check the avatar">
    Initials in the sidebar top-left should match the account you switched to.
  </Step>

  <Step title="Check the projects list">
    Your dashboard projects list should now show only that account's projects.
  </Step>

  <Step title="Spot-check something account-scoped">
    Open CRM or Marketing. Entries there should match the newly selected account.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="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).
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Invite Your Team" icon="user-plus" href="/how-tos/invite-team">
    Add teammates to an account so they can switch into it too
  </Card>

  <Card title="Team Roles" icon="user-shield" href="/how-tos/team-roles">
    Understand what each role can do within an account
  </Card>
</CardGroup>