Change Organizations

Note: Changing organizations within the HCR platform is permission based.

There are several ways to change the organization that you are in:

  • Selecting from the display boxes

  • Typing in the search box

  • Clicking on View Tree

  • Picking from the list of recent organizations

 

To change your organization, click in Change Organization from the left hand menu.

Selecting from the Display Boxes

The first way to connect to an organization is to click on the Display Box at the top of the dashboard. The organization and your role will be shown. If you have been granted additional permissions a symbol will be displayed in the top right of the box. When selecting from a display box, your rights permissions in HCR will be changed along with the organization to what is associated with this role.

You can also change organizations by typing in the search bar, or by clicking on the dropdown. When changing organizations using this method, your role and permission level remain the same.

Clicking on View Tree

Another way of changing your organization is by clicking on View Tree. When using this method, you can either expand each section and find the organization you want to select, or type in the name of the organization in the search bar. By clicking on Exact match, will help narrow your search. Once a match is found, your organization will be highlighted in yellow, click on it for the system to take you to that organization.

Picking from the list of Recent Organizations

The final way to change an organization is to select from the Recent Organization list on the display page. The role that you accessed the organization will also be shown.