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Switching Between Client Portals on Mobile
Switching Between Client Portals on Mobile
Updated over 3 months ago

You may have access to more than one portal for Canopy. To toggle between portals on the app, follow the steps below!

Switching Between Client Portals on Mobile

1. On the Home screen, click the name (probably yours) with the dropdown arrow.

This is the client portal you are viewing now.

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2. In the list that pops up, select the client you want to view.

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Once selected, you'll be able to see that client's portal!

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