Navigate business units

If your firm utilizes the business units feature, you can navigate between business units and their entities using the following methods:

  • On login, you will automatically connect to your last accessed entity in its respective business unit.

  • You can switch between available business units from the Cloud menu ().

    The Cloud menu expanded with the business unit selector highlighted.

  • You can search for entities across all business units using the entity selector next to the Cloud menu. Each entity will also display its parent business unit.

    The Entity selector drop-down menu displaying a list of last accessed entities and their parent business units.

    If you select an entity in another business unit, you’ll switch to that business unit automatically.

Note that staff can only access business units where they’ve been assigned. For information on assigning staff to business units, see Manage staff across business units.