Switching Between Entities in Your Slash Dashboard

Switching Between Entities in Your Dashboard

Overview

If you manage multiple businesses or entities with Slash, you can easily switch between them from your dashboard. This lets you view balances, transactions, and settings for each entity without logging out and back in.

How to Switch Entities

Step 1: Open the entity switcher

In the top-left corner of your dashboard, click on your current entity name. This will open a dropdown menu showing all the entities you have access to.

Step 2: Select another entity

Click the name of the entity you want to switch to. The dashboard will refresh and display the selected entity's information.

Step 3: Confirm the switch

You'll see the new entity name displayed in the top-left corner. All sections of the dashboard—Home, Transactions, Cards, and Settings—will now reflect that entity's data.

Additional Considerations

• Permissions: Your access level may vary by entity. If you have Admin access on one entity but Viewer access on another, your available actions will change accordingly when you switch.
• Pending tasks: Switching entities won't disrupt any in-progress actions (like a transfer you're drafting), but make sure you've completed or saved your work before switching.
• Notifications: Notifications are entity-specific. When viewing a particular entity, you'll only see alerts and activity for that entity.

Need More Help?

If you're not seeing an entity you expect to have access to, confirm with your account Admin that you've been added as a team member. For further assistance, reach out to our support team through the in-app chat or at support@slash.com.