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Switching Organisations

If you belong to more than one organisation - for example you manage the books for two businesses, or you’ve been invited to a client’s team - you can switch between them without signing out.

  1. Click your organisation name in the top-right of any screen.
  2. Choose the organisation you want from the list.
  3. Sawfish reloads with that organisation’s dashboard, clients, and invoices.

The switch organisation screen listing your organisations

Everything you see and do in Sawfish is scoped to the organisation you’re currently in - invoices, clients, settings, and your role can all differ between organisations.

  • Your role can differ per organisation. You might be the account holder in one and a team member in another - the actions available to you change accordingly.
  • Access ends immediately. If you’re removed from an organisation’s team, your access ends straight away - you’ll see a clear message rather than that organisation’s data, and can switch to another organisation you still belong to.
  • The Logout button on the switch screen signs you out of Sawfish entirely.

You can’t add yourself to an organisation - an admin from that organisation needs to invite you from their Settings → Team. See Team & Users for how invitations work.