If you belong to more than one organization, you can switch between them to see the right cases with the right role. This guide is for anyone with access to several organizations.
Switch organization
Open the Account menu at the top of the side navigation. On a phone, tap your initials first: the Account menu is at the top of the menu that opens.
Choose the organization. Each one shows your role in it. You can type to search the list.
CustoMED opens the home page of that organization.
The home page, the cases you see and what you can do on them all follow the selected organization. Your role can differ between organizations: for example, you can be a Clinician in one and an Organization Admin in another. See User Roles & Permissions.
Set a default organization
Select the organization in the Account menu.
Click the star next to its name. The star turns yellow when that organization is your default.
The star only appears when you belong to more than one organization. When you sign in, CustoMED opens the organization you used last on that device. If there is none, it opens your default organization.
Leave an organization
Click your name at the top left and choose My Account.
Expand Organizations and click the delete icon (Leave organization) next to the organization.
Important: You leave right away, with no confirmation step. To get back in, an admin of that organization has to add you again.
You cannot leave your only organization. To be added to a new organization, ask that organization's admin.
Note: CustoMED staff also see an Admin Mode option in this menu. It is not available to customer accounts.