If you have multiple businesses or clients on Ambrook, you can switch into their books seamlessly. There's no new email or login needed!
First, send a request over to our team, telling us that you need to be able to switch into multiple accounts. We can toggle that on for you!
Then, to do the actual switching, you can go to one of two places in the app:
1. Settings
In the web app, you can click the box around your organization's name, and a dropdown will appear if you have other accounts. Then, you can click on the account you'd like to switch into, and you'll be in their account.
On the mobile app, click on the arrows under your name to switch.
2. Menu (web app only)
If you're on ambrook.com, you can click on the left-hand menu and go to the very bottom where it shows your organization name. Click here, and it will also pull up the organization switcher for you to switch into someone else's account.
Remember that you may have different permissions on different accounts. Click here for information on roles and permissions.