Getting started
How do I switch to the correct organisation?
Choose the organisation in the dashboard or form-list header before working with its records.
Navigation: Open Forms 145/146 → Forms Dashboard → organisation selector
How to do it
- Open Forms Dashboard and select the organisation from its header selector.
- Open the required form list; its header also has an organisation selector if you need to switch there.
- Check the organisation name and credit balance before New Filing, Bulk Upload or Buy Credits.
- Return to Forms Dashboard to change organisation before opening its Documents or Settings.
What to expect
Switching a form-list selector opens that organisation's list; it does not transfer records between organisations.
Important details
- Organisation permissions, credits, directory and storage are separate for each organisation.
- An organisation must be available to your signed-in account. A URL with another organisation's ID is not an access grant.