Onboarding
For users belonging to multiple Sun Locke client organizations: how to switch between orgs and complete onboarding for each.
If your business works with Sun Locke across multiple client relationships or divisions, you might be invited to the portal more than once. Each separate business relationship is its own organization in the portal. You can belong to multiple organizations and switch between them depending on which work you need to do.
When you're invited to your first organization, you'll complete the standard onboarding wizard (either 9 steps if you're the first admin, or 6 steps if an admin invited you). You'll create a password, set up your profile, declare your function and activities, and either get immediate access or see the pending approval screen.
When you're invited to a second organization by its admin, you'll receive an email invitation. Instead of asking you to create a new password (you already have one), the portal recognizes you as a returning user and shows a simpler onboarding experience:
The first time you see an invitation to a new organization, the portal may show a screen asking which organization you want to set up first. If you're getting invitations to multiple organizations at the same time, you can pick which one to onboard into right now. The others will be waiting for you later.
For each new organization after your first, you'll complete a quick 3-step onboarding:
- Review Your Profile: Your name, email, and contact information are already filled in from your account. You can change these if your contact info has changed, but usually you'll just click Continue.
- Declare Your Function and Activities: Just like your first organization, you declare what role you play in this organization. That organization's admin may have given you a specific role, or the system may recommend one based on your function. Check the activities that apply to your work in this organization specifically.
- Review and Complete: Confirm everything looks right and click Finish Setup.
After you complete these 3 steps, you get access to that organization's portal. If the organization requires admin approval, you'll see the Pending Approval screen (see What Is Pending Approval Status? for more detail).
Your name, email, title, and contact information are part of your account and are the same across all organizations. But your role and permissions are set separately for each organization. You might be a Super Admin in one organization and a Contributor in another, depending on what each organization needs from you.
Similarly, if you change your profile information, that change appears in all your organizations. But if you change your declared function for one organization, that change is specific to that organization only.
- Click your profile icon or avatar in the top right corner of the portal.
- Click Switch Organization.
- You'll see a list of all organizations you belong to. Click the one you want to enter.
- You'll be taken to that organization's dashboard.
You can switch between organizations as many times as you need throughout your day.
Your current organization is displayed in the header at the top of the portal or next to your profile icon. If you forget which organization you're in, look there to see the organization name.
If you received invitations to 2 or 3 new organizations at the same time, you might see a list asking which one to set up first. You can choose one and complete its 3-step onboarding now. The others will still be waiting in your pending organizations list, and you can set them up whenever you're ready. Just log out and log back in, or go to your profile menu, and select the next organization.
If you no longer need access to one of your organizations, go to Settings, click the Account tab, and look for Organizations. Click the X next to any organization to leave it. You'll lose access to that organization immediately, but you'll stay part of your other organizations.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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