Switching between portal accounts

You may have access to more than one portal for Canopy.  To toggle between portals on the web, follow the steps below!

Switch Between Client Portals on the Web

1.  On any tab, click the name on the bottom left.

This is the client portal you are viewing now.

2.  In the list that pops up, select the client portal you want to view.

Once selected, you'll be able to see that client's portal!