Guides Consortium Folder Management Switch roles

Switch roles Consortium Admin

Dashboard
Pro
Reports
Search
Support
consortium pro accConsortium
C
consortium pro accProlicensetest1@gmail.com
Switch accountSwitch to other roles
Account infoAccount details
Change passwordEmail
Log Out
v.2.6.0
Manage Accounts×
Pro
Admin
User
Back to Consortium Dashboard
Interactive guide

Moving between roles

Switch account from the profile menu, and find the way back once you are inside a Pro role.

Switch Roles

One consortium login can hold more than one role. As well as the consortium view, you can work as the Pro Admin or Pro User of your own account — useful for seeing exactly what a member institution sees.

Switching

  1. Click the arrow beside your name at the top right.
  2. Choose Switch account.
  3. In the Manage Accounts box, pick Admin or User under your product.

The role you are currently in is always shown in small text beneath your name — Consortium, Admin or User. The left-hand menu changes to match: the consortium's Dashboard, Pro, Reports, Search and Support give way to the Pro Admin's Dashboard, Users, Reports, Repository, Integrations, Settings and Support.

The way back only appears once you have left. Opening Manage Accounts from the consortium shows just two options, Admin and User. Once you are inside a Pro role, the same box gains a third — Back to Consortium Dashboard, marked with a left arrow. So if you are hunting for a "switch to consortium" option before you have switched away, it genuinely is not there.

You can also move straight between Admin and User without returning to the consortium first — both stay listed in the box whichever role you are in.

Give the switch time. Changing role takes several seconds. On the way back to the consortium the screen briefly shows the previous role's menu with an empty page before it settles. That is the switch completing, not a failure — waiting a moment is quicker than reloading.

Why switch at all

Switching role does not change anything for the institutions in your consortium. It only changes what you are looking at.

Back to Consortium guides