Multiple Organizations

Start by checking the signed-in identity, destination workspace, and the exact message on screen. An organization is missing Confirm the login email...

Your login may be recognized across workspaces, but each organization must separately authorize your membership. Joining another organization Complete...

If your saved authenticator is unavailable, use the supported recovery flow for the login rather than changing an organization’s security policy....

Complete the MFA screen shown by CaseWyze before continuing into a workspace that requires it. First-time setup On Set Up MFA, open your authenticator...

The destination organization’s requirements apply when you switch; the previous workspace’s policy does not override them. From optional MFA to...

MFA has two parts: an authenticator enrolled for your login and the security requirement applied when you enter a workspace. The login and the policy...

Membership in several organizations does not create a shared pool of records or permissions. What is organization-specific Cases, clients, contacts,...

Finish and save your work before changing organizations, even when a form appears to preserve a draft. Why saving matters The workspace-switch...

Use the workspace identity near the top of the sidebar to move between organizations available to your signed-in account. Switch workspaces Save your...

Your CaseWyze login can have access to more than one organization. Each organization is a separate workspace with its own records, settings, and...