Switch between different entities
A user having multiple entity access can switch between different entities in User Settings and have my selection persist throughout a session.
When initially sign in. The data from the primary entity will be displayed. And once the entities are switched, the pages will be updated and will display data from the newly selected NGU.
Who can access this page?
All users can switch entities as long as they have multiple entities assigned to their account.
How to change entities
Navigate User Setting
Click on selected entity, a dropdown of entities will open
Click on the entity from dropdown where user wants to switch
A message of “You have switched location to DRC” will appear, indicating that the page's data and display have been updated with the newly selected NGU.
Take notice of the following if you have access to the module listed below.
Repair - cannot update using switched Entity
Delivery - can create delivery but can't dispatch due to the message "No location associated with the logged-in user.
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