Organizations and access
This page helps users who belong to more than one organization understand which data they are viewing and why access can differ across organizations. Use it before uploading, reviewing, exporting, or changing shared settings.
Before you start
- You must be signed in.
- You need membership in the organization you want to open.
- Your role and enabled modules decide which pages and buttons you can use.
Always confirm the active organization before uploading documents, adding manual data, inviting members, or changing settings. Organization changes affect where records are saved and which teammates can see them.
Open the organization switcher
Use the organization menu in the top navigation. It shows your current organization and may show your role.
Select the organization you need
Choose the correct organization from the menu. Parsepoint refreshes workspace data after the switch so the page reflects the new organization.
Reopen the page you need
Open the sidebar page again if you switched while a table, drawer, or report was already loaded.
What happens next
Tables, reports, file lists, settings, and review drawers should show data for the selected organization only. Some pages may appear or disappear after switching.
If you do not see this option
- You may not belong to another organization.
- Organization creation may be unavailable for your account.
- A module may not be enabled for the selected organization.
- Your role may allow viewing a page but not editing records.
Troubleshooting
If data looks wrong after switching organizations, refresh the page and confirm the organization name again. If the page remains empty, ask an admin to confirm your membership and module access.