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How do I open my profile menu and switch organizations?

Last updated on Oct 16, 2025

Short Answer:
Click your avatar to open My account, then choose an org under Organizations. The active org shows a check mark.

Prerequisites

  1. Be signed in to Everdone

Steps

  1. Click your avatar (initials badge, e.g., “PS”) in the top-right.
    The My account menu opens.

  2. Under Organizations, click the organization you want to switch to (e.g., Cointab, John Doe).
    The selected org becomes active.

  3. Confirm a check mark appears next to the chosen organization.
    This indicates the current active org.

  4. Click outside the menu (or pick another top-bar item) to close it.

Troubleshooting

  1. An organization I expect isn’t listed

    • LikelyCause: You’re not a member or you still need an invite.

    • Action: Ask an admin or the inviter to add you to that organization.

Note: The My account menu lists all orgs you belong to; the active one is marked with a check.