Switching locations in Business App

Business App allows users to manage all of their business locations from one centralized hub.

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Default location

When a user first logs in to Business App, they will be shown the dashboard for their Default Location. Initially, this will be set to the first account they were given access to. To change their default location, there are a few short steps the user will need to complete.

  1. From Business App, select their business name.
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  2. Select baseline-more_vert-24px__3_.svgnext to the desired default location.
    screenshot-youragency.smblogin.com-2021.11.10-10_26_16.jpg
  3. Select Make default.

This location will now be selected by default when the user accesses Business App.

Switching locations

Users can easily switch their locations in a similar manner.

  1. From Business App, select their business name.
  2. Select the desired business.

This will take the user to the dashboard for the desired business. If the user is expecting to see a business that is not present, you may need to edit their permissions.

 

Video Walkthrough

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