Learn how team members can easily switch from their personal account to the team account in OneStream Live, allowing them to access shared workspace features and collaborate more efficiently.
Web App
To switch to your team account, follow these steps:
Steps:
- Click My Team in the top-left corner of the dashboard.
- Click the team to switch to its account.
You will now be switched to the team view.
Mobile App
To switch to your team account using the mobile app, follow these steps:
Steps:
- Click My Team in the top-left corner of the mobile app.
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- Click the team to switch to its account.
