How to Switch Agencies

eCourtDate's multi-agency feature allows you to switch between agencie

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eCourtDate's multi-agency feature allows you to switch between agencies to manage clients and contacts in different jurisdictions or departments.

Overview

Each agency in the system is its own separate space, with its own data, settings, and users. When you log in to an agency, you’ll only see the information for that agency.

If you need access to more than one agency, you’ll need to be added to each agency individually. Your role and permissions can be different in each one, so you might have different levels of access depending on the agency.

Prerequisites

You must have access to multiple agencies to switch between them.

How to Switch Agency

If you have multiple agencies assigned to your user, you can switch between them by clicking the court icon on the top right, then clicking the agency that you want to switch to. Navigate to top right button

Click the agency you want to switch

After switching, you will be automatically redirected to the same page you were on before switching (except in the new agency).

Redirected to new agency page

If you were viewing a record that was specific to the previous agency, you will not see it and may either be redirected to the dashboard or see an alert that the record was not found.No record found

If you have multiple tabs open, ensure that you refresh the page in each tab to see the new agency.

If you have more than 25 agencies assigned to your user, you will see a search bar to help you find the agency you need.Search the agency name

After switching, your user profile will use the roles and permissions of the new agency.

If you don't see the agency that you want to switch to, ensure that you have permission to access it. If you believe you should have access, ensure that you are in the correct region. Click the Globe icon in the top right to switch regions.Click the globe icon

Select the region

You can only be signed into one agency at a time in the same region.

You can quickly switch between your agencies using a keyboard shortcut.

  • On a Mac, press Command (⌘) + K.

  • On Windows or Linux, press Control (Ctrl) + K.

 

How to Switch Agencies From the Console

Sign into the Console: https://console.ecourtdate.comLogin to Console

Click the "Agencies" link in the top navigation.Navigate to Agency

Find the agency in the table (you may need to use the search options) and click the "Switch" button.Search the Agency you want to switch

Click at switch button

You will be taken to the agency switch page (you may need to sign in if you aren't already).

Click the "Switch Agency" button to confirm.Click at switch button

You will be switched into the agency. Ensure to refresh or close any open tabs with the previous agency.

Switched to agency

Troubleshooting

No Agencies Assigned

If you don't have any agencies assigned, ask your agency administrator to add you. 

 

 

 

 

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