If you work for multiple firms or organisations, you can access all your accounts using a single email address. Each account is completely independent with separate data, but you can easily switch between them using the organisation switcher in the navigation menu.

How to switch accounts

The organisation switcher button appears at the bottom of the navigation menu (sidebar) and displays your current account name.

To switch to a different account:

• Click the organisation button at the bottom of the sidebar.
• Select the account you want to switch to from the dropdown list.
• The page will refresh and load your new account.

After switching accounts, you'll see the dashboard for the selected account. All your reviews, reports, settings, and users are specific to each account and remain separate.

When accounts are different

Each account has its own:

• Reviews and documents
• Users and roles
• Settings and customisation
• Billing and subscription plan
• Library items and field configurations

Your user profile (name and email) stays the same across all accounts, but your role and permissions may differ between accounts. For example, you might be an account owner in one firm but have a conveyancer role in another.

Adding new accounts

You can only join an account if someone from that organisation invites you. If you need access to another firm's account, ask an account owner or administrator to send you an invitation to your email address.

Once invited, the new account will automatically appear in your organisation switcher.