Switch Company
Last Updated on July 17, 2024 | 2 min read
When switching companies, a user will see the appropriate role assigned to them within the company they are currently accessing. The NIVOMAX Self-Serve Portal interfaces will adjust based on the assigned role within that company, reflecting the authorization level and feature access.
For Administrators
The NIVOMAX Self-Serve Portal allows Data License Administrators and ePubs Administrators to switch between different companies. This feature enables them to manage and view profiles of distinct customer companies without mixing resources and teams.
Data License Administrators: See a list of companies from which they have received and accepted invitations.
ePubs Administrators: See a list of all customer companies set up on the platform.
How to Switch Companies
-
- Click the
Profile & Team icon on the Main Toolbar. - Click on Switch Company option from the Collapsible Left Menu to load the Switch Company Tool into the Workspace.
- Select the checkbox under Select column, to the right of the company name under the Name Column to select the company to work with.
- Click the
Data License Administrator
If assigned to more than one company (received and accepted invitations from multiple companies), a Data License Administrator can switch between companies to:
-
- View subscription details for each company.
- Assign licenses to users in each company.
- See and manage in-use licenses and handle license cancellations at subscription renewal.
- View the user list and invite users to each company.
ePubs Administrator
- Can switch to any company set up in the system to assist customers in managing their company profiles.
Quick Action Controls
RESET Button: Click to reload the company list from the database.
Filter Input Field: Use this to filter the company list.
For Registered Users
Registered users cannot switch companies because they do not have an administrative role. However, they can see the list of Data License Administrators for each assigned company by following these steps:
- Click the Profile & Team icon on the Main Toolbar.
- Select the Team Overview option from the Collapsible Left Menu.
- Use the Company List dropdown in the Quick Action Controls at the top of the page.
- This will load the list of Data License Administrators for each assigned company.
