Switching between organisations

Cashfeed doesn't have a manual organisation switcher — instead, links from emails, notifications, and approvals automatically take you into the right organisation.

Where to find it

No menu switcher — switching happens automatically when you open an organisation-specific link

✅ Common tasks

Open a link that targets an organisation

  1. Open a Cashfeed link from an email, notification, or approval

  2. Cashfeed automatically switches you to that organisation

  3. Cashfeed opens the specific page the link points to

  4. If no page is specified, it opens the To-do page instead

Always check which organisation is shown before editing or approving anything.

Open a weekly digest email link

  1. Open the link in your weekly digest email

  2. Sign in if Cashfeed doesn't already recognise you

  3. Cashfeed redirects you to that organisation's To-do page

Follow a sign-in or approval link

  1. Open the sign-in or approval link you received

  2. Complete sign-in with Google, Microsoft, or a magic link if asked

  3. Cashfeed redirects you to the linked page automatically

  4. Confirm the organisation shown before approving or editing

If you're already signed in as a different user, the link may show as opened by someone else.


🔗 See also

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