Switch between your accounts

Choose which account to open when you sign in to the portal, switch between accounts from the menu at the top right, and pick one of your locations.

The Choose an account page appears right after sign-in when your username is attached to more than one account with the company. It is skipped when you signed in from a link to a page on one of your accounts; that account opens instead. Its address ends in /select-account. Once you are in, the menu under your name at the top right lists Your accounts.

Steps

At sign-in:

1. On Choose an account, read the cards. Each shows the account name, your role on it, and which of its locations you can see, for example All locations or one location's name.
2. Select Enter portal on the one you want.

Once you are in:

1. Select your name at the top right.
2. Under Your accounts, select another account. A tick marks the one you are on. The portal reloads on that account's Overview.

To pick one of your locations:

1. Select the Location control in the top bar, or on its own row under the top bar on a phone. It reads All locations when nothing is chosen. It only appears when your account has more than one location.
2. Pick a location, or All locations to go back to all of them.

What you see

• The top bar names the account you are looking at, with All of your locations or your location under it, and the button at the top right greets you by name and says who you are signed in as.
• Everything on every page belongs to the account you chose: quotes, invoices, statements, agreements, requests and saved cards.

If something looks different

• Your accounts is missing from the menu: your username is attached to one account only.
• The sign-in page says no portal memberships were found, or this page says it cannot find any portal accounts: your username is not attached to any account. Select Return to sign in and sign in again, or ask the company to confirm your access.
• The top bar reads Limited to one location, or names a location or a count of locations instead of All of your locations: the company has given you access to only some of the account's locations.
• You opened the portal from a link to one document: switching is not available. Sign in with your username to see all of your accounts.