Switch organizations
Switch the active organization safely. The console reloads in the selected tenant and does not retain data from the prior organization.
- Status
- Draft, not yet re-verified
- Who can do this
- Organization owners, Managers, Staff
- Required access
organization.membership- Where in PositiveForm
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Who this is for
Owners, managers, and staff whose account belongs to more than one PositiveForm organization.
Required access: membership in both the current and destination organizations.
Before you begin
- Confirm that the account belongs to at least two active organizations.
- Finish or cancel any unsaved form before switching.
Steps
- In the application sidebar, open the organization selector directly below the organization name and logo.
- Under Organizations, select the destination organization. An organization marked Pending deletion cannot be selected.
- Wait for PositiveForm to reload the workspace.
- Confirm that the sidebar brand and organization selector show the selected organization.
- Before editing anything, confirm that dashboard counts and visible records belong to the selected organization.
Expected outcome
The console reloads in the selected tenant. The shell and organization-scoped data identify the destination organization, with no records retained from the previous tenant.
Recovery
- If the organization is missing, ask its owner to confirm your staff access.
- If it is marked Pending deletion, do not try to work around the disabled option; contact the organization owner.
- If the brand changes but old organization data remains visible, stop work, switch back, and contact PositiveForm support urgently.
Related guides
- WORK-002 — Narrow the selected organization to a different location.
- DASH-001 — Confirm the destination organization's dashboard context.