Switch between teams
Switch between teams you have joined and understand how each team’s data remains separate.
In this guide
- Open Switch Team
- Select the team to use
- Add a new team or join an existing team
1. Open Switch Team
Open More, then tap Switch Team under Team Management. The screen lists every team you have joined and each team’s representative.
2. Select the team to use
Tap the team where you want to work. After switching, Home, Customers, Products, and Transactions show only the selected team’s data.
Transactions and inventory from another team are not deleted or combined. Select that team again whenever you need to review its records.
3. Add a new team or join an existing team
Tap the add button in the upper-right corner to choose Create New Organization or Join Existing Organization.
Create a new team for a separate business. To join a team that is already operating, use the invitation code shared by its administrator.