How To Switch Projects or Teams

As a Caller using VanillaSoft, the ability to switch between different Projects and Teams ensures you can manage your tasks efficiently across various assignments. Follow these steps to change your current Project or Team setup. If you find you do not have the option to switch, your Admin will need to enable this feature, detailed in our Managing Caller Permissions for Switching Projects and Teams article.

Steps to Switch Projects or Teams

  1. Access the Project and Teams Menu: From the Caller interface in VanillaSoft, locate and open the Project and Teams menu at the top-left of the page.

  2. Select Your New Project and Team: Hover over the Project you wish to switch to, then click on the Team within that Project that you need to switch to.

  3. Confirm the Switch: Once you select the desired Project and Team, VanillaSoft will automatically update your session to the new Project and Team.

What to Do If You Cannot Switch

If the 'Project and Teams' menu does not allow you to switch or the option to switch is not visible:

  • Contact Your Admin: Notify your Administrator that you cannot switch projects or teams. They may need to adjust your permissions to allow for project and team switching.

  • Reference Article: Direct your Admin to the Allow or Prevent Project and Team Switching Ability article in the VanillaSoft help center for detailed instructions on how to modify these settings.

By following these steps, you can navigate across different Projects and Teams as required, helping your workflows and improve productivity. Ensure you have the necessary permissions to make these changes, and consult with your Admin if any issues arise.

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