Managing Multiple Accounts in TeamStore
In TeamStore, users who have roles such as admin or executive overseeing multiple accounts can easily switch between these accounts to manage and view data specific to each one.
Accessing the Account List
If you are an admin or an executive managing multiple accounts, you can find the account list by clicking on the Accounts tab in the primary navigation menu. This feature is only available to users with multiple accounts.
Understanding the Account List Screen
- The account list displays all accounts linked to your role.
- Each account entry shows the number of active users associated with that account. Note that active users might not necessarily have login access but are still counted.
- The leftmost button next to each account is a Switcher that allows you to switch your view to that specific account.
- There is also a drop-down list that allows you to modify the status of each account.
Switching Between Accounts
TeamStore operates by showing data through the lens of a specific account at any time. For example, if your company has separate divisions in North America and Europe, you might want to view data for each independently.
You can switch accounts in two ways:
- Using the Switcher button in the account list screen.
- Using the account selection drop-down located in the primary navigation at the top (covered in another help guide).
Switching accounts changes the data you see in the TeamStore dashboards and user listings to that particular account’s perspective.
This functionality helps keep your work organized and focused on the right segment of your company.