Summary
Learn how to switch between linked office accounts in Vault using the Multi‑Office module and Super User access. This feature allows approved users to move between offices from any page in Vault.
This article covers:
About the multi‑office module
The Multi‑Office module links two or more Vault accounts that have a business relationship. While each account remains separate, users with Super User access can switch between linked offices and work across accounts using supported features.
Switching between linked offices allows you to:
- Move between linked office accounts without logging out
- Preview listings from partner offices
- Market listings and contacts across offices using supported tools
- Access high‑level reporting depending on your permissions
Users can switch between accounts if they have the necessary permissions and exist in both accounts. This process is facilitated by the Super User add-on.
Before you begin
Before you can use Multi‑Office and the Super User toggle, ensure the following prerequisites are met:
-
Contact the Vault support team - The Vault support team must activate:
- Multi-office module
- Super User access
- Confirm linked accounts - Ensure your office is linked to the partner office in Multi‑Office. This enables cross‑office marketing
- Know the limitations - Global search does not return or open contacts or properties from other accounts. You can still preview listings from other offices using the property search pages
Switch between linked offices
Users with Super User access can switch between linked offices using the Super User toggle in the top‑right corner of the screen. The selector is available on all pages.
To switch to another office:
- Locate the Super User toggle in the top‑right corner
- Click the dropdown
- Select the office you want to switch to
- Continue working in the selected account