Switch Between Companies and Confirm the Active Company

Companies tab showing Demo Company selected and other active companies available to select

Change the active company from the Companies page so the rest of SPRK uses the company you intend to work in.

When To Use This

Use this workflow when you need to move from one SPRK company to another without signing out, or when you want to verify the active company before creating records.

Before You Start

  • You can open SettingsCompanies.
  • More than one company is available in your workspace if you plan to switch.

Steps

  1. Open SettingsCompanies.
  2. Find the company you want to work in.
  3. Select Select in that company’s row.
  4. Confirm that the button changes to Selected.
  5. Check the active company shown in the sidebar before entering transactions, importing data, or editing records.
  6. Move to any working page in the app and verify you are now operating in the intended company.

What Happens Next

The selected company becomes the active company across the app. New records, imports, reports, and settings work use that company until you switch again.

If Something Looks Wrong

What You See What To Check What To Do Next
The result looks ready, but a key check is unresolved Assuming opening the row is enough You need to use the Select action to make a company active
A needed review step is missing Forgetting to verify the active company before creating transactions or editing records Go back to that check before continuing
You are about to take an action that may affect the result Switching companies during setup work and then continuing in the wrong company by accident Confirm the visible company, page, and workflow state before continuing
The result looks ready, but a key check is unresolved Assuming another browser window or session is using the same company without checking its own visible sidebar Verify the visible SPRK state before continuing