Switching Between PivotCX Teams

Switching Between PivotCX Teams

There are instances where PivotCX will provision more than one team for users. In these cases, the user needs to switch teams to see the corresponding candidates and all the pertinent metrics and information. 

Here are the steps you can take to switch your team:
  1. Log in to PivotCX using your username and password. 
  2. To access the new team, click on your team name. A drop-down list of your teams will appear, select the team you would like to switch to. 
    If you're part of more than a few teams, use the search bar to find the right team to switch to, or click the "View All Teams" button at the bottom of the menu to view all options.


    For many independent franchise owners, your team name will include your last name.



  3. On the next screen, type your team name and select it. You'll be redirected to the correct team. 
Please note that switching teams only works if the email used to create your user name in all teams is the same. Otherwise, you'll have to log out from one account and log in with the corresponding email. 


Bonus
To see your candidates, click on the delivery tab.


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