Getting started
Switch to the correct workspace
Check your organization before changing records, then switch between memberships you already hold.
Before you start
Who this is for: Members with access to one or more organizations.
- Sign in with your normal member account.
- You need an active membership in the destination organization.
Follow these steps
Check the current organization
Read the organization name in the application shell before uploading evidence, changing a policy, or assigning work. A familiar record title is not enough to identify the workspace. The same person can have different responsibilities in different organizations.
Open the organization selector
Use the organization switcher in the application shell. Select the intended organization from the available memberships. The list represents your permitted workspaces; it is not a directory of every organization using Resguarda.
Wait for the new workspace
Allow the application to finish switching before opening another record. Check the organization name again and navigate to the relevant page through that workspace's navigation. An old record link may be unavailable after switching because records belong to their original organization.
Confirm access before continuing
Check whether the expected pages and actions appear. Your role is organization-specific, so an action available in one workspace may be unavailable in another. Ask the destination organization's administrator about missing membership or permissions.
What you should see
Your next action applies within the selected organization, and the visible navigation follows your access there.
If something doesn’t look right
The destination is absent
Ask its administrator to verify your membership and whether it is suspended. An administrator role in one organization does not provide access to others.
A guest account cannot switch
External guest sessions are bound to the organization that issued the invitation. Use the shared resource from that invitation; request separate authorized access for another workspace.
Still need a little help?
Ask the assistant about these steps, or tell our team where you got stuck.
Contact support