If you've added more than one of your clients' companies to your Partner account, then you can switch between them quickly.

You can either:

Switch between client companies using the 'Switch' icon

Click the 'Switch' icon in the Pandle navigation bar, and select the company you want to view from the drop down list.

View a different client using the Companies screen

Click 'Partner Admin' in the navigation menu, and select your accountancy firm.

Select the 'Companies' tab.

Click the arrow icon next to the client company you would like to view.

How do I know I'm viewing the correct client company?

Pandle will switch to your client's account, and display their business name in the navigation bar.

The menu items (apart from your Partner Admin tools) and the home dashboard will display to reflect the company you have selected.

Related articles

Inviting your clients to use Pandle

Adding your clients to Pandle

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