Chyve knowledge base

Switch to the right business

Confirm the business context before reading or changing records.

Updated

Identify the active business

Before editing, look at the business name in your workspace and compare it with the work you intend to do. Similar names, client accounts and multiple locations can be easy to confuse. A browser bookmark may reopen a different context from the last one you used.

Change context deliberately

Use the business selection available in your account to enter the intended business. If it is absent, check which account you signed in with and whether your membership was accepted. Do not create a duplicate business to regain missing access.

Verify the destination

Check a familiar, non-sensitive record or the business profile after switching. Confirm the location as well where location-specific work is involved. Only then make changes to hours, products, people or customer work.

If access looks wrong

Stop if you see an unexpected business or records outside your role. Contact the business administrator or Chyve with the business name and what you expected to access. Avoid copying another business's records into a support message.

Need help with this task? Contact Chyve with the relevant business and record reference. Keep passwords and private access links out of your message.