How do I switch between multiple entities?

Scope

How to Switch between multiple entities and profiles?

Summary

Once the business entities are created, your left navigation pane includes an additional option that allows you to switch between your entities.

Solution

Follow the steps below to switch between entities:

1. Click the switch icon in the left navigation menu to view a list of entities.

2. Select the entity to access from the list that displays.

3. Review or update necessary details associated with the business entity.