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Switching Between Multiple Organisations

How to switch your access across organisations.

Updated over 6 months ago

If your user (email address) is linked to more than one organisation in Zazu, you can easily switch between them. This is useful if you manage finances for multiple businesses or collaborate with different teams.

To switch organisations

  1. Use the organisation switcher located in the top-left corner of your dashboard

  2. Select the organisation you want to access

  3. The dashboard will update instantly without requiring you to log out and back in

A few things to keep in mind

  • Your role and permissions may differ between organisations. For example, you might be an admin in one company and a viewer in another

  • For security and compliance reasons, data from multiple organisations is never merged or displayed together

  • You must switch organisations to view information related to each one. This ensures that each organisation’s data remains protected and accessible only to authorised users

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