Switch Active Organization

Learn how to change your active Organization.

This guide is intended for FieldAgent accounts with access to multiple Organizations.

You can only switch your active organization if your account is configured for multiple organizations.

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Motivations

• I need to find a field or task for data capture.

• I have been partnered with, or belong to, an organizational hierarchy with multiple FieldAgent organizations.

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Steps

From the Home Screen:

1. Tap on the top center label that displays your active Organization.

2. Search or browse for the Organization you want to switch to.

3. Tap on the Organization.

4. Tap the Select button at the bottom.

The Home Screen will refresh with fields for the Organization you selected.

Switch Active Organization