Select and Switch Organizations

Work in the correct CapitalOS organization and understand how organization context affects every module.

Before you begin

Sign in with an account that belongs to at least one CapitalOS organization. An organization is the boundary for members, roles, modules, products, integrations, settings, and operational data. If you belong to several organizations, verify the active organization before reviewing or changing records.

How it works

CapitalOS organization pages include the organization identifier in their address and load membership for that organization. The navigation and available records are then resolved for that context. Switching organizations changes the workspace; it does not copy filters, products, orders, or settings between organizations.

Some portfolio views can summarize information across organizations you are allowed to access. Opening a record from a portfolio view returns you to the organization that owns it.

Step-by-step

Sign in and open the organization selector in the application navigation.
Review the organization name before selecting it, especially when names are similar.
Select the organization you want to work in and wait for its start page to load.
Confirm the organization name in the navigation or page context.
Open the required module and verify that the expected organization records appear.
Before an import, integration change, member change, or bulk action, check the organization once more.
When switching again, return to the selector and choose the next organization deliberately.

Check your result

The organization shown in the navigation matches the team and records you intended to access. The page address contains that organization’s identifier, and module links continue to use the same organization context. If you opened a record from a portfolio view, its detail page should identify the owning organization.

Common problems

The organization is not listed: confirm that your account accepted the correct invitation and that the membership is still active. Ask an organization administrator to review Members if necessary.

A familiar module is missing after switching: modules and permissions can differ by organization. This is not evidence that the data was deleted.

The address changes to a slightly different organization identifier: CapitalOS can normalize an older or alternate identifier to the organization’s canonical address.

The page shows no records: clear module filters and confirm the active organization before concluding that no data exists.

Permissions and data notes

You can select only organizations available to your signed-in account. Your role and module grants are evaluated separately inside each organization. Never use a record count from one organization as confirmation about another. Treat imports, integrations, sharing, and bulk changes as organization-scoped actions.