Switching Users

No need to login in and out, there's a shortcut for switching users

Leanne Spratt avatar
Written by Leanne Spratt
Updated this week

It's important that a user logs in to the app each time they are capturing leads, both

to ensure that the leads are correctly assigned for follow-up, and to monitor individual performance.

This is a simple process that requires just a couple of taps, no logging in and out required!

  1. Tap the username/initials in the top right corner of the screen to open the Switch User dialogue

  2. Select the user that you'd like to switch to from the list

  3. Enter the password if required (Power Users only)

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