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Viewing Other Companies

If you have been invited into another company’s system to view a project of theirs, you will first need to set your profile to view information from that company.

View Company as a New User #

From the Dashboard, you will see an alert letting you know that you must select a shared company to view the dashboard they’ve shared with you. Click that link and select their company. This will give you access to the projects in their system that they have shared with you.

Change Companies #

To view projects in another company, head on over to the Dashboard, then select a different company in the upper left-hand corner.

Updated on September 27, 2023
Table of Contents
  • View Company as a New User
  • Change Companies
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