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Organizations and properties

Keep organization membership, property selection and branding distinct. Check the organization and property names together before continuing. A record opened in a previous context can still require different membership or property access.

Before you start

You must belong to the organization you select. Creating or changing organization settings requires its own permission.

  1. Use the organization switcher to select the intended organization. Check the name and address before editing records.

    Confirm the organization
    Organizations and properties
    1 / 3

    Garden Stays

    OrganizationSelected

    Another organization

    Membership required
    Organization
    Garden Stays

  2. Select the relevant property within that organization. A property is not another organization.

    Select its property
    Organizations and properties
    2 / 3
    Garden Stays
    Garden buildingProperty
    Property
    Garden building

  3. After switching, reopen the intended page. A saved link to another organization still requires membership there. The shell identifies the selected organization and property, and the reopened page shows only records available in that context.

    Reopen the intended record
    Organizations and properties
    3 / 3
    Current contextGarden building
    Saved record linkMembership checked
    Needs review

    Changing the organization brand does not rename a property or change the invoice issuer.

    Current context
    Garden building

Check the result

The shell identifies the selected organization and property, and the reopened page shows only records available in that context.

Limits and prerequisites

Changing the organization brand does not rename a property or change the invoice issuer.