Single Organization Dropdown for Multi-Organization Users

Erika
Erika
  • Updated

The Single Organization Dropdown is a global navigation feature designed for CUR8 users connected to multiple organizations. It allows you to select one organization at a time and apply that selection across the entire platform, creating a cleaner, more focused experience.

By applying a single organization globally, it streamlines your workflow, reduces confusion and errors, and ensures you are completing important tasks within the correct organization. 

If you are connected to only one organization, you will not see this option and will be automatically associated with that organization.

 

Why This Matters

Many users are connected to multiple organizations in CUR8, sometimes with different permission levels in each. The Single Organization Dropdown allows you to:

  • Focus on one organization at a time

  • Prevent accidental work in the wrong organization

  • Simplify navigation across projects, reports, and accounting

  • Clearly see your permission level for each organization

When selected, the organization applies globally across all pages.

 

Where to Find It

The Single Organization Dropdown appears in the top left corner on all pages if you are connected to more than one organization.

If you are connected to only one organization, the dropdown will not appear.

 

How It Works

When you select an organization from the dropdown:

  • That organization becomes active across the entire interface

  • All projects, reports, accounting, assets, and related data are filtered to that organization

  • Your permission level applies immediately based on the selected organization

If you hover over the icon to the right of an organization’s name in the dropdown, you will see your permission level for that organization.

This is especially helpful if you are an admin in one organization and a participant in another.

 

Choose a Default Organization

Do you tend to work in the same organization more often than others? You can set a default organization so that frequent organization loads automatically when you log in.

To set a default organization:

  • Go to your Person Detail, located in the top right corner where your profile picture is.

  • Select Organization Permissions

  • Choose your Default Organization

  • Make sure to select Save Permissions in the lower right.

Your default organization applies account-wide. If you clear your default selection, no organization will be preselected.


Stored Organization - Session Behavior

If you change organizations using the dropdown:

  • Your new selection will remain active until you fully close the browser application or log out.

  • Simply closing a tab does not reset the selection.

  • Logging out will reset your active organization back to your default.

For example, if your default is Organization A but you switch to Organization B using the dropdown, Organization B will remain active until you log out or quit the browser entirely.

 

Permissions and Role Visibility

Permission levels update immediately when you switch organizations.

Because users can hold different roles across organizations, this ensures you always see the correct access level and available tools for the organization you are currently working in.