Locate and click on the Switch Access link in the top left-hand part of the screen.
Use the menu option to select the appropriate items from the three drop-down menus.
Examples in this document may differ from your system.
Reporting Term
This is the date range for current or past programs.
Security Role
The selected role defines the user's access level for the Organization. Permissions control data access (editable or read-only) and determine the availability of system functions. For example, lower-level users are unable to access setup features.
Most users see only one security role in this drop-down, but some may have multiple if they support other users. Switching to the supported user's role lets them view screens as that user does, aiding in understanding their questions.
Organization
This is an entity that provides services to individuals, such as a State, School District, Community-Based Organization, or Site.
Use the search bar to locate a specific organization by typing all or part of the Organization's name.
Click the drop-down arrows next to each Organization name to expand and view sub-organizations. For example, selecting "Sites" shows all organizations under that group.
If an organization is inactive in the selected Reporting Term, it may not be visible in the Organization drop-down menu.
Once you’ve selected the desired options, click Switch Access
After your screen refreshes briefly, you will then have access to the system with the selected Reporting Term, Organization, and Security Role.
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