Switch to a Different Company

If your firm uses the Multicompany feature and your security role gives you access to more than one company, you can switch to a different company at any time. You can switch companies without logging off.

The company that you select becomes the active company. The name of the active company displays in the title bar at the top of the screen.

To switch to a different company, complete the following steps:

  1. From the Vision Navigation menu, click Utilities > Change Company.
  2. On the Company Selection dialog box, select the company.
  3. If you want Vision to open with your home company when you log in, select the Automatically default to my home company at startup option.
  4. Click OK.