If your firm uses the Multicompany feature, you may be able to select a company when you log in. Your ability to do so depends on settings in Role Security Configuration.
When you select a company, it becomes the active company. The name of the active company displays in the title bar at the top of the screen.
To select a company at startup, complete the following steps:
-
Log in to Vision.
- If you previously selected the
Automatically default to my home company at startup option on the Company Selection dialog box, Vision makes your home company the active company and displays your dashboard.
- If you did not previously select the
Automatically default to my home company at startup option, Vision displays the Company Selection dialog box.
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On the Company Selection dialog box, select a company.
Vision displays your dashboard.