How to use the 'Switch Account' feature

The profile dropdown has been updated to include a dedicated Switch Account option for Parent Account users. This feature allows users to quickly switch between linked accounts without signing out, making account management more efficient and improving the overall user experience. 

Overview

The profile dropdown has been enhanced to incorporate the new 'Switch Account' feature specifically designed for parent accounts. Key improvements include:

- A dedicated section that displays information about the user and their current account.

- A new 'Switch Account' feature exclusively for parent accounts.

- An icon within the account section to clearly identify a Parent Account.

- A 'Back to Parent Account' option available when signed in to a child account.

- The ability to filter requests based on the accounts linked to the users who submitted them.

- Parent account names will feature a distinct icon for easier recognition.

Key Benefits

• Enhanced Account Management: Seamlessly transition between parent and child accounts with ease.

  Optimized User Experience: Enjoy a clear display of your current account status and swift access to account-switching options.

  Streamlined Request Filtering: Effortlessly filter and view requests linked to specific user accounts for improved oversight.

How to Access the Switch Account Feature

1. Navigate to the Profile Dropdown:

   • Click on your profile icon in the top right corner of the application.

2. Access 'Switch Account' Option:

   • If you are logged in with a parent account, you will see the new 'Switch Account' option.

3. Identify Account Type:

   • An icon will be displayed in the account section to inform you whether it's a Parent or Child Account.

4. Switch Back to Parent Account:

   • When logged into a child account, select 'Back to Parent Account’ from the profile dropdown.

Step-by-Step Guide

1. Switching to a Child Account

1. Click on your profile icon.

2. Select 'Switch Account'.

3. Choose the desired child account from the list.

2. Returning to Parent Account

1. Click on your profile icon.

2. Select 'Back to Parent Account’.

3. Filtering Requests by Account

1. Navigate to the requests section.

2. Click the Filter option.

3. Select the account(s) whose requests you want to view.

Use Case Examples

• Managing Multiple Child Accounts

  Effortlessly switch between different child accounts to manage settings, permissions, and submit requests as needed for each individual account.

   

• Filter Requests by Account

  Easily filter and access requests submitted by users associated with specific child accounts for enhanced management and oversight.

Switch to a child account

Switch back to parent account

Filter on the requests page by account

FAQs

Q: Can I switch to any child account?
A: Yes, provided you have the necessary permissions on the parent account 

Q: Will I be notified when switching accounts?
A: The account type is indicated by an icon next to the account name, showing whether you are logged into a Parent or Child account.

Q: How do I know if I am logged into a parent or child account?
A: The account type is displayed next to the account name in the profile dropdown.