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Switch organizations

If you work for more than one organization, you can use all of them in Note with the same account. Note opens one organization at a time.

  1. Open Settings and tap Manage Environments.

    The Settings tab with Manage Environments under Account.
  2. Tap the organization you want to open.

    Manage Environments listing two organizations: Maplewood ABA (Demo), marked Active, and Riverbend Behavioral (Demo), marked Not on this device.

The organization you’re using is marked Active. The first time you open an organization, Note downloads its data, which can take a minute. After that, it shows as Ready.

You don’t need to sign out between organizations. Just switch. Each organization’s data stays on your device, so switching back is quick, and anything you haven’t synced yet is kept and syncs the next time you open that organization.

To add an organization that isn’t listed, tap Add account and sign in.