How to Select or Change the Company in Suvit

Learn how to efficiently select or switch between companies in Suvit. This guide includes step-by-step instructions, troubleshooting tips for missing companies, and solutions for common issues like switching errors. Perfect for managing multiple businesses seamlessly.

Here’s the updated guide with screenshots and troubleshooting tips:

How to Select or Change the Company in Suvit

Overview:
  • In Suvit, selecting or changing the company is essential when managing multiple businesses. Follow the steps below to switch between companies efficiently.

Step 1 - Log in to Suvit

  1. Log in using your credentials: Login into Suvit

  2. Click on Explore Now of Data Entry Automation 1.png


Step 2 - Navigate to the Company Dropdown

  1. Once logged in, locate the company selection dropdown at the top-right corner of the dashboard.
  2. Click on the dropdown to view the list of available companies.

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Step 3 - Select a Company

  1. From the dropdown list, click on the name of the company you want to access.
  2. The system will load the selected company's data, and the dashboard will update accordingly.

3.png 4.png


Step 4 - Changing the Company

  1. To switch to another company, click the dropdown again.
  2. Select a different company from the list.

Troubleshooting Tips:

Issue 1: Missing Company in the Dropdown

Cause: The company might not be added to your account.
Solution:

  • Check if the company is added , if not add company
  • Check with the admin to confirm that the company is associated with your account.
  • If you’re an admin, verify that the company details are added in the User Management Module.

Issue 2: Unable to Switch Companies

Cause: A technical glitch or restricted permissions might be the issue.
Solution:

  • Refresh the page
  • or Log out and log back in to refresh the session.
  • Clear your browser cache and try again.
  • Contact support if the issue persists.