Users
How to Switch Agencies
7 min read
Updated Sep 6, 2026
Move between the agencies you belong to with the agency switcher in the page header, the Command or Control plus S shortcut, or the Agencies page.
Each agency in eCourtDate is a separate tenant with its own data, settings, and people. The agency switcher in the page header moves you between the agencies you belong to without logging out.
Overview
The agency switcher is the button in the top right of the page header that shows the name of the agency you are in right now. Opening it reveals a dropdown headed Switch Agency that lists your active agencies 25 at a time, with a search box at the top and a View All Agencies link to the full Agencies page.
- Switching reloads the page you are on, so you stay in the same place with the new agency's data
- Your roles and permissions are set separately in each agency, so your access can change when you switch
- The switcher lists only active agencies, and each entry shows the agency name with its reference and region beneath it
- You can also switch from the Agencies page, or start the switch from the eCourtDate Console
Prerequisites
- An active eCourtDate account
- Membership in more than one agency, since you are added to each agency separately
- A session at the right address. At app.ecourtdate.com the switcher lists your agencies in every region except staging. At any other address, such as us-east.ecourtdate.com or staging.ecourtdate.com, it lists only agencies in the region of your current agency
- An eCourtDate Console account, only if you plan to start the switch from the Console
How-To Steps
Switch from the page header
- Click the button showing your current agency name in the top right of the page header.
- Enter part of an agency name in Search agencies... and press Enter to filter the list.
- Click Load More at the bottom of the list to load the next 25 agencies if the one you want is not listed.
- Click the agency you want to switch to.
Switch with the keyboard
- Press Command + S on a Mac, or Control + S on Windows or Linux, to open the switcher with the search box already focused.
- Enter part of an agency name.
- Press the down arrow or up arrow key to highlight an agency in the list.
- Press Enter to switch to the highlighted agency.
- Press Esc to close the switcher without switching.
Switch to another region
- Click the globe button beside the agency switcher to open the Switch Region dropdown.
- Click the region you want. The list covers main app, us-east, us-west, us-south, us-texas, and staging, and leaves out the region you are already in.
- Sign in to the region that opens in the new browser tab.
Switch from the Agencies page
- Click View All Agencies in the agency switcher dropdown to open the Agencies page.
- Enter an agency name under Search Agencies and click the search button.
- Click Switch to Agency on the card for the agency you want.
- Click the Go to button on the card instead, for example Go to us-east, when the agency sits in another region. That region opens in a new browser tab.
Switch from the Console
- Sign in to the eCourtDate Console.
- Click Agencies in the top navigation.
- Enter the agency name in Name, or its code in Reference, and click Apply filters.
- Click Switch in the Switch column of the results table. The agency's region opens in the eCourtDate app.
- Sign in if you are prompted.
- Click Switch to Agency on the card for that agency on the Agencies page.
What to Expect
The switch is immediate. eCourtDate clears the cached agency values in your browser and reloads the page you were on, so you land on the same screen with the new agency's data and the roles you hold there. The switcher button then shows the new agency name.
Records belong to a single agency, so if you were viewing a specific record, that record does not load after the switch and the page can show an alert that it could not be found.
Best Practices
- Check the agency name on the switcher button after every switch to confirm you landed where you meant to
- Press Command + S or Control + S to open the switcher and start typing, rather than reaching for the mouse
- Search by name when you belong to many agencies, instead of clicking Load More through pages of 25
- Sign in at app.ecourtdate.com when you work across regions, since that address lists your agencies in every region except staging
- Refresh or close your other open tabs after switching, because they keep showing the previous agency's data until they reload
Frequently Asked Questions
Q: Which keyboard shortcut opens the agency switcher?
A: Command + S on a Mac, or Control + S on Windows and Linux. Command + K or Control + K opens the Keyboard Shortcuts reference instead, which lists every shortcut in the app.
Q: Why is an agency missing from the switcher?
A: The switcher lists only active agencies, and only 25 at a time. Search by name or click Load More first. Also confirm the region, since only app.ecourtdate.com lists agencies across every region except staging.
Q: Can I be signed into two agencies at the same time?
A: Not at one address. Switching replaces your active agency and reloads the page. Each region is a separate address with its own session, so opening another region from the globe dropdown gives you a second tab working in that region.
Q: Do my roles and permissions follow me between agencies?
A: No. Roles and permissions are assigned per agency, so you may be an administrator in one agency and have limited access in another. The reload after a switch applies the roles you hold in the agency you moved into.
Q: What happens to the page I was on?
A: You stay on it. The page reloads at the same address in the new agency, though a specific record from the previous agency will not load because records are not shared between agencies.
Troubleshooting
Issue: The keyboard shortcut does not open the switcher
Symptoms: Pressing Command + S or Control + S does nothing while you are working inside a full screen editor, such as the Auto Docs template designer opened with Open Designer.
Solution:
- Close the designer, since it claims Command + S for saving
- Press Command + S or Control + S again
- Click the agency button in the page header if you would rather not leave the editor
Issue: The switcher opens but lists no agencies
Symptoms: The dropdown shows the search box and View All Agencies but no agencies beneath them.
Solution:
- Clear the search box and press Enter to reload the full list
- Click the globe button to confirm which region you are signed in to, and switch regions if the agency lives elsewhere
- Ask your agency administrator to confirm you were added to the agency and that the agency is active
Issue: The record you were viewing disappears after switching
Symptoms: The page reloads in the new agency and the record does not load, sometimes with an alert saying it could not be found.
Solution:
- Expect this, because each record belongs to one agency only
- Navigate to the equivalent record in the new agency
- Switch back to the previous agency if you still need the original record
Related Articles
Each agency in eCourtDate is a separate tenant with its own data, settings, and people. The agency switcher in the page header moves you between the agencies you belong to without logging out.
### Overview
The agency switcher is the button in the top right of the page header that shows the name of the agency you are in right now. Opening it reveals a dropdown headed **Switch Agency** that lists your active agencies 25 at a time, with a search box at the top and a **View All Agencies** link to the full **Agencies** page.
- Switching reloads the page you are on, so you stay in the same place with the new agency's data
- Your roles and permissions are set separately in each agency, so your access can change when you switch
- The switcher lists only active agencies, and each entry shows the agency name with its reference and region beneath it
- You can also switch from the **Agencies** page, or start the switch from the eCourtDate Console
### Prerequisites
- An active eCourtDate account
- Membership in more than one agency, since you are added to each agency separately
- A session at the right address. At app.ecourtdate.com the switcher lists your agencies in every region except staging. At any other address, such as us-east.ecourtdate.com or staging.ecourtdate.com, it lists only agencies in the region of your current agency
- An eCourtDate Console account, only if you plan to start the switch from the Console
### How-To Steps
#### Switch from the page header
1. Click the button showing your current agency name in the top right of the page header.
2. Enter part of an agency name in **Search agencies...** and press **Enter** to filter the list.
3. Click **Load More** at the bottom of the list to load the next 25 agencies if the one you want is not listed.
4. Click the agency you want to switch to.
#### Switch with the keyboard
1. Press **Command + S** on a Mac, or **Control + S** on Windows or Linux, to open the switcher with the search box already focused.
2. Enter part of an agency name.
3. Press the down arrow or up arrow key to highlight an agency in the list.
4. Press **Enter** to switch to the highlighted agency.
5. Press **Esc** to close the switcher without switching.
#### Switch to another region
1. Click the globe button beside the agency switcher to open the **Switch Region** dropdown.
2. Click the region you want. The list covers **main app**, **us-east**, **us-west**, **us-south**, **us-texas**, and **staging**, and leaves out the region you are already in.
3. Sign in to the region that opens in the new browser tab.
#### Switch from the Agencies page
1. Click **View All Agencies** in the agency switcher dropdown to open the **Agencies** page.
2. Enter an agency name under **Search Agencies** and click the search button.
3. Click **Switch to Agency** on the card for the agency you want.
4. Click the **Go to** button on the card instead, for example **Go to us-east**, when the agency sits in another region. That region opens in a new browser tab.
#### Switch from the Console
1. Sign in to the [eCourtDate Console](https://console.ecourtdate.com).
2. Click **Agencies** in the top navigation.
3. Enter the agency name in **Name**, or its code in **Reference**, and click **Apply filters**.
4. Click **Switch** in the **Switch** column of the results table. The agency's region opens in the eCourtDate app.
5. Sign in if you are prompted.
6. Click **Switch to Agency** on the card for that agency on the **Agencies** page.
### What to Expect
The switch is immediate. eCourtDate clears the cached agency values in your browser and reloads the page you were on, so you land on the same screen with the new agency's data and the roles you hold there. The switcher button then shows the new agency name.
Records belong to a single agency, so if you were viewing a specific record, that record does not load after the switch and the page can show an alert that it could not be found.
### Best Practices
- Check the agency name on the switcher button after every switch to confirm you landed where you meant to
- Press **Command + S** or **Control + S** to open the switcher and start typing, rather than reaching for the mouse
- Search by name when you belong to many agencies, instead of clicking **Load More** through pages of 25
- Sign in at app.ecourtdate.com when you work across regions, since that address lists your agencies in every region except staging
- Refresh or close your other open tabs after switching, because they keep showing the previous agency's data until they reload
### Frequently Asked Questions
**Q: Which keyboard shortcut opens the agency switcher?**
A: **Command + S** on a Mac, or **Control + S** on Windows and Linux. **Command + K** or **Control + K** opens the **Keyboard Shortcuts** reference instead, which lists every shortcut in the app.
**Q: Why is an agency missing from the switcher?**
A: The switcher lists only active agencies, and only 25 at a time. Search by name or click **Load More** first. Also confirm the region, since only app.ecourtdate.com lists agencies across every region except staging.
**Q: Can I be signed into two agencies at the same time?**
A: Not at one address. Switching replaces your active agency and reloads the page. Each region is a separate address with its own session, so opening another region from the globe dropdown gives you a second tab working in that region.
**Q: Do my roles and permissions follow me between agencies?**
A: No. Roles and permissions are assigned per agency, so you may be an administrator in one agency and have limited access in another. The reload after a switch applies the roles you hold in the agency you moved into.
**Q: What happens to the page I was on?**
A: You stay on it. The page reloads at the same address in the new agency, though a specific record from the previous agency will not load because records are not shared between agencies.
### Troubleshooting
**Issue:** The keyboard shortcut does not open the switcher
**Symptoms:** Pressing **Command + S** or **Control + S** does nothing while you are working inside a full screen editor, such as the Auto Docs template designer opened with **Open Designer**.
**Solution:**
1. Close the designer, since it claims **Command + S** for saving
2. Press **Command + S** or **Control + S** again
3. Click the agency button in the page header if you would rather not leave the editor
**Issue:** The switcher opens but lists no agencies
**Symptoms:** The dropdown shows the search box and **View All Agencies** but no agencies beneath them.
**Solution:**
1. Clear the search box and press **Enter** to reload the full list
2. Click the globe button to confirm which region you are signed in to, and switch regions if the agency lives elsewhere
3. Ask your agency administrator to confirm you were added to the agency and that the agency is active
**Issue:** The record you were viewing disappears after switching
**Symptoms:** The page reloads in the new agency and the record does not load, sometimes with an alert saying it could not be found.
**Solution:**
1. Expect this, because each record belongs to one agency only
2. Navigate to the equivalent record in the new agency
3. Switch back to the previous agency if you still need the original record
### Related Articles
- [About eCourtDate Regions](/about-ecourtdate-regions)
- [How to Create a New Agency](/how-to-create-a-new-agency)
- [How to Set Up a New Agency](/how-to-set-up-a-new-agency)
- [How to Manage Users](/how-to-manage-users)
- [Roles and Permissions](/roles-and-permissions)
- [How to Deactivate Agencies](/how-to-deactivate-agencies)