> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Switch organization

> Change your active organization context when you work across more than one agency.

Switch Organization changes your active organization context.

Every authenticated user can use it, though it only matters if you belong to more than one
organization.

## Why it matters

OfficeRidge scopes everything to one organization at a time. Your active organization decides which
members, employees, claims, and documents you see — everywhere in the application.

<Warning>
  Switching organization changes what you are looking at, not what you are allowed to do. Your role
  may differ between organizations, so a module you use daily in one may be hidden in another.
</Warning>

## Switching

<Steps>
  <Step title="Open Switch Organization">
    From the Account section of the sidebar.
  </Step>

  <Step title="Choose the organization">
    Your view refreshes to that organization's records.
  </Step>

  <Step title="Confirm your active location">
    Location context is per organization. Check it after switching. See
    [Location settings](/account/location-settings).
  </Step>

  <Step title="Verify you are in the right place before making changes">
    Especially before creating records.
  </Step>
</Steps>

<Warning>
  Confirm your active organization before creating or editing records. A member added to the wrong
  organization has to be recreated in the right one, and the misplaced record cannot simply be deleted
  because clinical data is retained.
</Warning>

## Context is two levels deep

| Level            | What it filters                                     |
| ---------------- | --------------------------------------------------- |
| **Organization** | Everything — all records belong to one organization |
| **Location**     | Location-scoped records within that organization    |

Both need to be right. A correct organization with the wrong active location still shows you the
wrong list.

## When something is missing

Wrong context is the most common cause of an apparently missing record. Check in this order:

<Steps>
  <Step title="Active organization">
    Is it the one that holds the record?
  </Step>

  <Step title="Active location">
    Is it the location the record belongs to?
  </Step>

  <Step title="Filters on the tab">
    Status filters commonly exclude discharged or inactive records.
  </Step>

  <Step title="Your role">
    See [Roles and permissions](/getting-started/roles-and-permissions).
  </Step>
</Steps>

## Troubleshooting

| Problem                                      | What to check                                                                                                       |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| Only one organization is listed              | You belong to one organization. Nothing to switch.                                                                  |
| A module vanished after switching            | Your role differs in that organization, or its plan is different.                                                   |
| Records are missing after switching          | Check your active location for the new organization.                                                                |
| I created a record in the wrong organization | Recreate it in the correct organization. Clinical records are retained, so ask an admin how to handle the original. |

## Related

<CardGroup cols={2}>
  <Card title="Location settings" icon="map-pin" href="/account/location-settings">
    Your active location.
  </Card>

  <Card title="Roles and permissions" icon="lock" href="/getting-started/roles-and-permissions">
    Why a module may differ between organizations.
  </Card>
</CardGroup>