If you run more than one company with us — a second location, a separate entity, or a firm you also manage — you don't need a second login. One account gets you into all of them, and you switch between them right inside the portal.

Click your name at the bottom-left of the portal to open your account menu. If you have more than one company, Switch company sits right at the top, with a checkmark next to the one you're currently in.

Click any other company in that list and the portal reloads into it. That's the whole thing.

Everything. The portal re-scopes to the company you picked, so you're only ever looking at one company's information at a time:

That's worth knowing, because it explains the most common surprise: if your leads or requests suddenly look wrong or "missing," you're almost always just viewing a different company. Open the account menu and check which one has the checkmark.

Whichever company you pick stays selected as you move around the portal — and it's still selected next time you sign in. It only changes when you switch again, so if you mostly work in one company, set it once and forget it.

Before you submit a new request, it's worth a quick glance at the account menu to confirm you're in the right company. It saves us both a change request later.

Need a teammate to have the same access? See Adding or Removing a Team Member — you'll need to invite them within each company you want them in.

Questions? Use Chat with us at the top of the portal and we'll help.