Switch Organization

If you belong to more than one organization, only one is active at a time. The active organization decides which agents you work on, who you can invite, and which credit balance is used. In Qlar you switch organization by opening an agent: the organization of that agent becomes the active one. This guide shows the two ways to do that.

Why switching matters

Everything in Qlar is scoped to the active organization. For example:

• The agent you are configuring belongs to the active organization.
• A new agent you create belongs to the organization you create it in.
• Credit usage is charged to the agent's organization.

So before you build or manage something, make sure the right organization is active.

Which organization is active?

Look at the top left of the CMS. The top bar always shows the active organization (its initials, the label Organization and its name) and, next to it, the agent you are working on.

On the Organizations page, the active organization is marked with a green dot.

Option 1 — The switcher in the top bar

The quickest way when you know which agent you want.

1. Click the agent at the top left of the CMS, next to the organization name. The switcher opens with your organizations on the left and the active organization's agents on the right.
2. Click the organization you want to enter. Its agents appear on the right.
3. Click the agent you want to work on.

What happens immediately:

1. That organization becomes your active organization.
2. The agent opens on its first menu, and the top bar shows the new organization and agent.

Switching does not log you out or change your account. It only changes which workspace you're currently working in.

Option 2 — The Organizations page

Use the Organizations page when you want to look around first: your role in each organization, all of its agents, or its settings.

You can also open it from Organizations in the account menu, by clicking the organization name at the top left of the CMS (the page opens with that organization selected), or with Manage organizations at the bottom of the switcher. When you open it from the top bar, Back above the page title returns you to the page you were on.

1. Select the organization in the list on the left (on a tablet or phone, in the row of organizations at the top; All shows the full list). A blue banner tells you that you are only browsing it: you stay in your current organization for now.
2. Find the agent on the Agents tab and click Open on its card.

The organization switches and the agent opens, just as with the switcher.

No agents you can open? If an organization shows no agents, you can still work in it: New agent (Owners and Builders) creates an agent there, and the organization becomes active once the agent exists. Owners and Admins can also open its settings on the Settings tab.

Worked example

Goal: Dina helps two clients and keeps their work separate.

1. She finishes a task on an agent in Sehat Clinic; the top bar shows Sehat Clinic.
2. She clicks the agent at the top left, picks Acme Marketing Team, and clicks Acme's agent Promo Assistant.
3. The top bar now shows Acme Marketing Team and Promo Assistant.
4. Any credit the agent uses is now charged to Acme Marketing Team — not Sehat Clinic.

Next step

Now that you can move between organizations, learn who is allowed to do what inside one: Roles & Permissions.