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How do I navigate Joy as a Master User?
How do I navigate Joy as a Master User?

This guide walks you through how to navigate the case management system as a user who has access to multiple organisations.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago

πŸ“– Learning: A Master User is someone who has access to multiple Joy accounts across multiple organisations. This feature allows a user to easily jump from one organisation to another on the Case Management System.

  1. Select your name πŸ‘‡ in the top right-hand corner
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    Screenshot 2024-01-19 090536

  2. Select the organisation πŸ‘‡ you would like to switch to by clicking on it
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  3. You have now switched to a different organisation! πŸŽ‰
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πŸ“Œ Note: you can only work with clients in one organisation at a time. If you would like to swap organisations please close all other Joy tabs as you swap. This will also swap your log in for any new Joy tabs you open (including the marketplace) so make sure you are within the correct organisation when sending referrals.

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