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Managing Multiple Accounts

How to switch, create, and access multiple accounts using one Sweep login.

Tess Geri avatar
Written by Tess Geri
Updated over a month ago

Sweep now allows a single user to manage and access multiple accounts under the same email address. This makes it easier to work across different accounts without creating separate logins.

This guide walks you through how multi-account access works, how to switch between accounts, how to create a new one, and what to do if someone invites you to an account you don’t own yet.


Where to See Your Current Account

You can always see which account you're currently in by opening the user dropdown at the top-right corner of Sweep.

In the dropdown, you’ll see:

  • Your email

  • The active account name (e.g., Best org)

  • A Switch account option


Switching Between Accounts

When you click the Switch account, a popup will show all accounts associated with your email.

From here, you can:

  • Select an existing account to switch into

  • Create a new account

  • Disable an existing account

Simply click the account name, and Sweep will take you directly into that account’s workspace.


Creating a New Account

If you want to add another Sweep account under the same login, click New Account inside the account-switch popup.

After completing this short form, Sweep will automatically create the new account and take you directly into it.


Working With Multiple Accounts

Once you have more than one account, the Switch Account popup will display all of them.

You can toggle between accounts at any time, without logging out.


Default Account Behavior

Sweep will automatically open the last account you accessed the next time you log in.

You can always switch manually if needed.


Managing or Disabling Accounts

If you click the three-dot menu next to an account, you may see administrative options such as Disable account (depending on your permissions).

This can be useful if:

  • You no longer need an account

  • A test environment is being retired

  • You want to clean up unused accounts


If You Are Invited to Another Account

If another Sweep user invites you to an additional account:

Make sure you log in with the SAME email you used for your existing Sweep account.

Do not try to sign up again - the system will not allow it because an account already exists under your email.

Once you accept the invitation, the new account will appear in your Switch account list automatically.


Consolidating Accounts Under One Email

If you previously created multiple Sweep accounts using different email addresses and now want to access them all from a single login:

  1. Log into each account using its original email

  2. Invite your preferred email address to that account

  3. Accept the invitation from your preferred email

  4. The account will now appear in your Switch account list

Example: You have two accounts created with different emails:

To access both from [email protected]:

  1. Log into Account B using [email protected]

  2. Invite [email protected] to Account B

  3. Log in with [email protected] and accept the invitation

  4. Both accounts will now appear in your Switch account dropdown


Summary

With Sweep’s multi-account feature, you can:

  • Work across multiple teams or Salesforce orgs with a single login

  • Seamlessly switch accounts from the user menu

  • Create new accounts without logging out

  • Automatically return to your most recently used account

If you have any issues accessing or switching accounts, our support team is here to help.

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