How to Navigate Between Multiple Organizations in the App? Follow
This guide provides instructions on switching between different organizations within the AutyFi app. Whether managing multiple businesses or working on various projects, knowing how to navigate between organizations efficiently will help you stay organized and productive. Follow the steps below to learn how to access the data for each organization you're involved with.
Quick Overview:
In the AutyFi app, you can switch between organizations using the dropdown menu below the AutyFi Logo in the top left corner.
Step-by-Step Guide
Step 1: Open the Dropdown Menu:
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- Locate the dropdown menu at the top of the screen under the "AutyFi Logo". Click the down arrow to view the list of available organizations.
Step 2: Search or Scroll:
- Use the search bar to quickly find an organization by typing its name.
- Alternatively, scroll through the list to see all available organizations.
Step 3: Select an Organization:
- Click on the organization you want to switch to. The app will load the selected organization's data.
Step 4: Confirm Selection:
- Ensure that the app's top section displays the correct organization name after making your selection.
Tips
- Use Search for Speed: The search bar is the quickest way to find what you're looking for if you have many organizations.
- Stay Organized: Double-check the name at the top before making any changes to ensure you work within the correct organization.
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