Switch Between Organizations as a Shared Agent

Has your manager shared your agent account with more than one organization? You can switch between those organizations from your web dashboard or the CallHub mobile app without logging out. Here's how it works on each.

Before you start

• Your manager must have shared your account with at least two organizations. If you only have access to one, you won't see any switching options.
• Switching takes just a few seconds, and your campaign list refreshes automatically.

Switch organizations on the web

Pick an organization at login

1. Log in to CallHub on the web.
2. If you have access to one organization, you'll go straight to your agent dashboard. If you have access to multiple organizations, you'll see a "Select Organization" screen instead.
3. Choose the Organization you want to work under.

4. Click Switch to go to your dashboard.

   

Switch from the dashboard

You can change organizations at any time while you're working:

1. Look at the top navigation bar. You'll see your current organization's name and a "Switch organization" button.
2. Click "Switch organization".
3. In the dialog, you'll see your current organization and a list of the other organizations you have access to.
4. Select the organization you want to switch to.

Your dashboard refreshes, and the campaign list updates to show only that organization's campaigns.

If you have multiple accounts on the same email

Sometimes one email address is linked to multiple separate CallHub accounts, not just multiple organizations. If that's you and you log in with the Login without password option:

1. You'll first see a list of all accounts (usernames) linked to your email.
2. Click the account you want to work under.

3. If that account has multiple sub-accounts, you'll then continue to the organization selection step above.

   

Switch organizations on the mobile app

Pick an organization at login

1. Log in to the CallHub mobile app.
2. If you have access to one organization, you'll go straight to the Mobile Dashboard. If you have access to multiple organizations, you'll see a "Select Organization" screen with a search bar at the top and a list of every sub-account you can access.
3. Tap the organization you want to work under to open your Mobile Dashboard.

ⓘ NOTE: This flow is the same no matter how you log in: email and password, magic link, or after a password reset.

Switch from within the app

1. Find your current organization name displayed in the app.
2. Tap the "Switch" button next to it.
3. A search bar and a list of your organizations appear, with your current one highlighted.
4. Tap the organization you want to switch to.

The app switches you over and refreshes the campaign list to show that organization's campaigns.

Notes & limits

ⓘ NOTE: The Switch button in the mobile app only appears if you have access to more than one organization. If you're in a single organization, you won't see it.

ⓘ NOTE: On the mobile app, your organization selection is remembered even after you close and reopen the app. It only resets when you switch again or log out.

FAQs

Do I need a separate login for each organization? 
No. One login covers every organization your manager has shared you with.

Why don't I see a Switch button? 
You only see it when you have access to more than one organization. Ask your manager to share your account with the other organizations you need.

Next steps

• Are you a manager? See Share an Agent Across Multiple Organizations