- You already have a Daviah account and can sign in.
- Each organisation you need to work in must exist on the platform.
- You must hold a membership row for each organisation — either invited by that organisation's administrator or added by a platform administrator.
- You must hold at least one staff role in each organisation you intend to access.
Step by step
- Sign in to your account
Go to the admin area and sign in once, as normal. Your account carries a list of organisation memberships, one entry for each organisation you belong to, each recording which roles you hold there. You do not need to do anything special at sign-in to access multiple organisations.
- Find the Organisation Picker in the left nav
Because your account belongs to at least one organisation, an Organisation Picker appears near the top of the left-hand column. It shows the label 'Working in' followed by the name of the currently selected organisation. If you have only one organisation and have not picked before, it is selected for you automatically. If you have several, whichever organisation is stored in your current session cookie is shown.
- Open the picker and search for another organisation
A search box appears and focuses straight away. Only organisations your account belongs to are returned, so you will never see organisations you have no access to.
- Click the row for the organisation you want
Each matching organisation appears as a button in the results list. Click the one you want to switch to. The platform records your choice, sets a cookie to remember it, and returns you to the dashboard now scoped to that organisation.
- Work inside the newly selected organisation
The left nav re-renders immediately for the organisation you just chose. Menu labels, group names, and collection names all reflect that organisation's kind — a school sees different labels than a restaurant, for example. Every list you open shows only that organisation's records; data from your other organisations is never mixed in.
- Switch to another organisation whenever you need to
The picker stays in the nav throughout your session. Click it again, type the name of a different organisation, and click its row. Your previous selection is replaced and you are returned to the dashboard for the new choice. You can switch as many times as you like without signing out.
- Return to the platform view if you are a platform administrator
Pressing it clears your organisation selection and takes you back to the platform-level dashboard. This button is only visible to platform administrators. If you are not a platform administrator and you clear your selection, the nav falls back to your first organisation rather than showing the platform view.
- Get a second organisation linked to your account
An administrator of the other organisation invites your email address through their admin area. The platform finds your existing account and adds a membership row for that organisation with the roles the administrator chose. You do not create a new account.
What happens next
From this point you can move between any of your organisations within a single signed-in session. Each time you pick one, the nav rebuilds itself with that organisation's own menu structure and every query is restricted to that organisation's data. Picking no organisation, if you are a platform administrator, returns you to the platform view. No second account is ever needed.
Good to know
Your chosen organisation is remembered in a cookie for the duration of your session.
If an organisation you need is not appearing in your picker, you have not yet been given a membership for it. Ask that organisation's administrator to invite your email address, or contact a platform administrator to have you added directly.
Daviah — Learn how to move between churches, clubs, schools, restaurants, or any other organisations you manage, all from one Daviah account.