Role: ✔ Admin, ✖ Accountant, ✖ Bookkeeper, ✖ Team Manager,✖ Employee
| This guide is for organizations that manage more than one dashboard in Summit. If you are looking to onboard users to a single dashboard, please refer to this article: How to Add in New Users (Manual and Batch) |
The Multi-Dashboard feature in Summit allows a user to access and switch between multiple dashboards using a single login. To enable this, the user must be onboarded to each dashboard individually with the same email address across all dashboards.
Once onboarded, the user can toggle between the dashboards without needing to log in and out repeatedly. To onboard the user, please follow the steps outlined in this guide.
Note: It is recommended to skip the phone number field during onboarding for a smoother setup.
If you have any questions or need further assistance, do not hesitate to reach out to us at support@summitglobal.com. We are here to support you!