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Switching Users

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

Charlotte Rimmer avatar
Written by Charlotte Rimmer
Updated over 6 months ago

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 needed!

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 user's password if required (applies to Power Users only)
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For more information, please click below and view our PDF guide with videos

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