Switch between multiple Resource Management accounts

If you have multiple Resource Management accounts, the information you have in each account is secure and independent. Each account has its own custom attributes, account settings, and user provisioning. To see data from another Resource Management account, you must sign in to or switch to that account. 

You can't see information across accounts—this includes reporting or seeing people from other accounts on the schedule.

You can only use URLs from another account and shared links with saved filters from another account, if you're switched to or signed in to that account. 

Switch between multiple accounts

Here's how to switch to another account.

• If you're accessing Resource Management inside Smartsheet, select the down arrow next to the current account name in the upper right corner. Then, you can select a different account from the drop-down menu.

• If you're in standalone Resource Management, select the down arrow next to the Resource Management logo in the upper left corner. Then, you can select a different account from the drop-down menu. 

A down arrow only shows if you have multiple accounts. 

No down arrow shows on mobile devices.

SSO and Non-SSO accounts

The accounts listed in the account dropdown are only accounts of the same sign-in type (that is, accounts of either single sign-on (SSO) or non-SSO type). As such, in the account list supports these options: 

• Switching from one SSO account to another SSO account
• Switching from one non-SSO account to another non-SSO account

The account dropdown list doesn't support switching between an SSO account and a non-SSO account. 

For SSO (single sign-on) accounts, you're directed to your provider’s authentication page before accessing Resource Management.