How to Change Clients

Users can easily navigate between client portals using the Global Dashboard, a page that displays all clients that a user has access to. 

Steps

  1. Click the Settings Gear.
  2. Click ‘Change Client’.
  3. Enter the appropriate login credentials.
  4. Click ‘Log In’.
  5. All Clients that the user has access to will be displayed.

Click a tile to access a specific Client’s portal. MFA may be prompted.

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