Switch organizations

Overview

Switching organizations changes the business context you are managing in the Interlinked panel. If your account has access to more than one organization, use organization switching when you need to view or edit a different business workspace.

This is a workspace-level action, not a product feature. Switching organizations can affect what you see in Dashboard, CRM, Orders, Calendar, Products, AI Config, Settings, usage, and billing.

Before you switch

Before switching organizations, confirm:

• You have access to the destination organization.
• You understand which business you are about to manage.
• You are not in the middle of an unsaved configuration change.
• You are not comparing metrics across organizations without confirming context.

If you are editing AI Config, finish, publish, or discard your current draft before switching context.

What changes after switching

After switching organizations, you should expect product areas to reflect the selected business context:

• Dashboard metrics and activity can change.
• CRM conversations can change.
• Product catalog and order history can change.
• Calendar availability and appointments can change.
• Settings, usage, and billing context can change.
• AI Config opens the setup for the selected organization.

If the panel appears empty or unfamiliar after switching, verify the selected organization before assuming data is missing.

Where to find organization switching

Organization switching is associated with global navigation, usually through the top bar, profile menu, or account context controls. See Use the top bar and profile menu for how global navigation is organized.

Related docs

Use this page with Understand organizations and workspaces, Use the top bar and profile menu, and Settings overview.