Switching Accounts

Andrew Lahikainen Updated by Andrew Lahikainen

Portal users can change which account they are logged into from the top-right hand side of the screen:

If they have other accounts in your system, they will be shown a dropdown where they can select an account to change to. Once clicked, the page will refresh and they will be logged into that account. This is great for situations where one contact belongs to several sister companies and wants to be able to keep track of their tickets from each business.

How does the account list get populated?

Alternate accounts are determined by matching the user's email address with other contacts in your system. If there is a match with another contact, and that contact is not disabled or inactive, the user will be able to switch to it.

How did we do?

Customer Closed Tickets.

Change Ticket Status when Customer Adds Note

Contact