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Join an existing team and switch teams

Join an existing team with an invitation code and switch between the teams available to your account.

In this guide
  1. Open the join screen
  2. Enter the invitation code
  3. Switch teams after joining

1. Open the join screen

If you already belong to another team, open More, then Team Management and Switch Team. Tap the add button to create a team or join an existing one. A new account can choose Join Existing Organization from the initial setup screen.

Choose Join Existing Organization to open the invitation code screen.

2. Enter the invitation code

Enter the six-character invitation code from the team administrator. The code uses letters and numbers and is not case-sensitive. When all characters are entered, Join becomes available.

Enter the six-character code shared by the team administrator, then tap Join.

3. Switch teams after joining

After joining, you can access that team's customers, products, and transactions. Data and permissions remain separate for each team. Switch teams later from More, Team Management, and Switch Team.

Choose the team whose ledger you want to use from the Switch Team list.
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