Fast switch
The Fast switch feature only applies to Users who have the option to choose from multiple Roles and/or Companies/Clients when logging in.
With a Fast switch, a new Role of session or Company of session is selected while the User of session remains the same. This eliminates the first step of login (entering a username and password).
Depending on the options available to the User of session, the icon for the function 'Fast switch / logout' or the icon for 'Logout' appears in the top bar:
|
Users with choice of Roles or Companies/Clients |
... and without choice |
|
|
|
For a user with the option, the 'Fast switch / logout' menu item also appears in the session context menu. It appears above the 'Logout' menu item, which is also available to users without the option.
For the Fast switch, the following dialog appears, which allows you to change the Company of session, the Role of session, or both via dropdown, depending on the options selected for the User of session.
After the desired changes have been made, the Fast switch must be completed using the Switch button.
The Cancel button cancels the Fast switch without making any changes active.
The Logout user button (bottom right) logs the user out of the system. This option can be useful, for example, when running tests and it's determined from the dropdown options that a desired role and/or company is not available for the User of session. If a user has access to another user account with the desired combination of role or company, they can then use the Fast switch to end the current session and perform a completely new login with the 'matching' user account.