I'm served by more than one agency — how do I switch between them?

Portal Customer

What you'll do: If more than one agency serves you, you pick which portal to open right after signing in. To switch later, use the agency name at the top of the sidebar (web) or the switcher on the Home/Account screen (app).

Choosing at sign-in

If your email is invited by two or more agencies, a Choose a portal screen appears right after you enter your code. Each card shows the agency's logo, its name, and your company. Tap the one you want. Everything you see afterwards belongs to that agency only.

Switching later

  • Web: click the agency name in the top of the left sidebar, then pick another agency. The portal reloads into that agency's Overview.
  • App: tap the agency pill on the Home screen, or open the Account tab and tap the agency row ("Switch between N portals"). If only one agency serves you, there's nothing to switch to and this option is hidden.

If a portal is no longer available

If you try to open an agency whose access was revoked, you'll see:

That service portal is no longer available — access was revoked.

The list refreshes and drops that agency. Contact that agency if you think this is a mistake.