This guide is for staff whose Joy sign-in is linked to accounts in more than one organisation.
It does not cover password, Microsoft sign-in or verification-code problems; see Problems signing in to Case Management for those.
Choose an organisation when signing in
Enter your Email address and Password, then select Sign in.
If Joy finds more than one account, the next screen says Select an organisation to continue.
Select the organisation you need. Each choice shows the organisation name, your name and your role.
Select Cancel to return to the sign-in form instead.
If that account requires two-step verification, you complete the Verification code step after choosing it.
This organisation picker only appears when the sign-in belongs to more than one account. It is not shown to staff with a single account.
Check which organisation you are in
Your name and current organisation appear together in the top-right corner on a desktop or larger screen. The organisation name is directly beneath your name.
The sidebar, dashboard, clients, referrals, tasks, messages, notifications, permissions and settings all belong to that current organisation. Check the name before changing records when you work across organisations.
Switch organisation while signed in
Select your name or avatar in the top-right corner.
Find Switch account:.
Select the other organisation's name.
Wait while Case Management reloads.
The switcher only appears when another account is available to you. Each option shows its organisation name; where no organisation is attached, it uses the account's display name.
Switching is a full account boundary. The whole app reloads so that queries, permissions, feature settings, sidebar badges and the available records are rebuilt under the new organisation.
After switching
Check the organisation name beneath your name before continuing. You may notice that:
sidebar items appear or disappear because the new organisation has different features switched on;
counts and notifications change;
your role and permissions differ;
the dashboard and reports contain the new organisation's data; and
clinical-system options and connections differ.
If the organisation you need is not offered at sign-in or under Switch account:, ask an Owner or Admin in that organisation to check your account. The current screen does not let you add an organisation membership yourself.