Managing Multiple Businesses
Overview
Some users may have access to more than one business on LiquidTrust. The business switcher allows you to switch between businesses without logging out.
When You Would Use This
You manage multiple businesses and need to view transactions, settings, or contacts for a different business.
How It Works
If you are a member of multiple businesses, a business switcher appears in the sidebar. Selecting a different business changes the context of your dashboard, transactions, contacts, and settings to that business.
Steps
- Click the business name in the sidebar.
- Select the business you want to switch to.
- The dashboard and all pages will update to reflect the selected business.
Notes
- The business switcher is only available if you are a member of more than one business.
- Some partner integrations may not show the business switcher.
- Each business has its own contacts, payment methods, team members, and settings.