How to Navigate Between Multiple Organizations in the App? Follow
This guide provides instructions on switching between different organizations within the AI Growth Advisor app. Whether managing multiple businesses or working on various projects, efficiently navigating between organizations will help you stay organized and productive. Follow the steps below to learn how to access the data of each organization you're involved with.
Quick Overview:
In the AI Growth Advisor app, switch between organizations using the dropdown menu located at the top left corner of the app, just below the AI Growth Advisor logo.
Step-by-Step Guide
Step 1: Open the Dropdown Menu
- Locate the dropdown menu at the top left of your screen, directly beneath the AI Growth Advisor Logo.
- Click on the dropdown to expand and display the list of available organizations.
Step 2: Search or Scroll
- Use the search bar at the top of the dropdown to quickly find your desired organization by typing its name.
- Alternatively, scroll through the dropdown list to manually browse all available organizations.
Step 3: Select an Organization
- Click on the organization you wish to switch to. The selected organization's name will highlight in blue.
Step 4: Confirm Selection
- Verify that the app's top section now displays the name of your chosen organization to ensure you have made the correct selection.
Tips:
- Use Search for Speed: Quickly find an organization using the search bar, especially helpful when you have many organizations to choose from.
- Stay Organized: Always double-check the organization's name displayed at the top of the page before proceeding to ensure you're making changes within the correct context.
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