Some operators may need to manage multiple branches across multiple dashboards. This is made easy by account switching.

A user that has multiple dashboards assigned to their account can quickly jump between different dashboards. In the top left corner you will see the account switching button next to the company name. Clicking this will allow you to switch dashboards to the accounts you have access to.

Operators can give users access to multiple dashboards by going into Settings - Users - Edit User. Here you will be able to assign accounts to that user allowing them to swap between dashboards.

*Note: Users with the 'Owner' permission can assign all accounts, to new and exisiting users, that they have access to.

If you need help with getting this setup or have any questions you can use the chat widget below or you can reach out to us at support@zippyassist.com.