Switch between accounts

Updated

Accounts in Customer.io are tied to your email address. If you have multiple Customer.io accounts, you can log into them simultaneously and switch between them without logging out and back in.

You might manage multiple Customer.io accounts if you’re a partner managing client accounts, you work for a company with multiple independent subsidiaries, or you maintain separate test and production accounts.

The account switcher dropdown showing two accounts: Exampleco, Inc. and Customer.io. The active account has a teal border on the left. At the bottom is the Add another account button.
The account switcher dropdown showing two accounts: Exampleco, Inc. and Customer.io. The active account has a teal border on the left. At the bottom is the Add another account button.

You can login to up to 30 accounts and switch between them from the dropdown in the upper left corner of the header. Each account requires a separate email address—you can’t use the same email for multiple accounts.

Log in to another account

  1. Click the workspace selector in the top-left corner of the header.
  2. Click your account at the top of the list and select Add another account.
  3. Log in with the email address of your other account.

After you log in, the new account appears in the account switcher dropdown, and you’ll be able to switch to and from it without logging out.

The account switcher dropdown showing two accounts: Exampleco, Inc. and Customer.io. The active account has a teal border on the left. At the bottom is the Add another account button.
The account switcher dropdown showing two accounts: Exampleco, Inc. and Customer.io. The active account has a teal border on the left. At the bottom is the Add another account button.

Switch accounts

Accounts remain logged in for up to 14 days—though the exact timeframe depends on your session expiration policy. If you try to switch to an account and it doesn’t appear in the dropdown, your session may have expired. You’ll need to add it again.

  1. Click the workspace selector in the top-left corner of the header.
  2. Under Accounts, select the account you want to switch to.

Logging out

When you add multiple accounts, logging out requires you to log out of all of your accounts. The next time you log in, you’ll need to add your accounts again.

Things to know

  • Each account needs a different email address. You can’t log into multiple accounts with the same email.
  • Workspaces are still per-account. You’ll only see the workspaces for the account you’ve selected.
  • SSO accounts work too. If an account uses SSO, you can add it to the switcher the same way.
  • Up to 30 accounts. You can have up to 30 accounts in the switcher at once.
  • Sessions expire independently. Each account’s session follows its own session expiration policy. By default, sessions last 14 days, but an account’s admin can set this to as little as 1 hour. When a session expires, it’ll disappear from the account switcher and you’ll need to log in to switch to it again.
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