Switching Firm Accounts on Mobile
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Table of Contents1. Tap the Settings icon.2. Tap Switch Accounts.3. Select a firm and tap Switch to this account.
Consultants and practitioners who are members of multiple firms that use Canopy can use the same login information to access Canopy at each firm. Once logged in to the mobile app, practitioners can easily switch between firms in the app settings. To get started, log in to a relevant account on the Canopy Mobile practitioner app.
1. Tap the Settings icon.
2. Tap Switch Accounts.
- If your account is not associated with multiple firms, the Switch accounts button will not be available.
3. Select a firm and tap Switch to this account.
- A popup message will alert you once your account has been switched.