Changing the default organisation when you first log in


You can choose the organisation you want to start with each time you log into eFolioAccounts. This does not change the current active organisation. If you no longer have access to the selected organisation, the system will try select your next available organisation when you log in.

You will only be able to view this option if you have access to more than one organisation.

  • Click on your login name at the top right
  • Select My Profile from the dropdown menu
  • From the Default Organisation section, select the organisation from the drop down menu
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