Switching the Account View
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When navigating the portal from log in, the screens display data related to your own account (the one which you logged in as). This is indicated by your account name displaying as shown here in areas such as the Accounts and Numbers Screen as well as the real-time Dashboards tiles and Pulse Reporting Engine:
If you are an Administrator, to change from your own account view to that of one of your sub-accounts (if you have any), click on your account name (the button turns dark blue when you hover over it) and a pop-out will display your sub-account list. You can select the account you wish to view using the icon to the right of the customer name:
If you want to change back to your own account at any time, then follow the same process as above but choose the button on the top left of the pop-out box 'Select My Account':
