Coming soon. This feature is still being built, so details on this page may change before it’s available.
Switch to a customer
1
Open the organization selector
Select the organization name at the top left of the page.
2
Find the customer
Type part of the customer’s name in Search organizations…, or scroll the A-Z list.
3
Select the customer
Select the customer’s name. The page reloads with that customer’s data.
Pin the customers you use most
Point to an organization in the list and select Pin. Pinned organizations appear under PINNED at the top of the selector. To remove one, select Unpin. Organizations you opened recently appear under RECENT.Good to know
- Some pages, such as Insights, show one organization at a time.
- What you can see and change in each customer’s organization depends on your role.

