Switch organizations

Before you start

Open the Settings, billing, and administration area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Settings, billing, and administration

Go to the Settings, billing, and administration area and confirm you are in the correct workspace before making changes.

Switch organizations: Settings, billing, and administration starting screen — Switch organizations

Step 2

Complete the main action

Move between organizations and projects when you belong to more than one.

Switch organizations: Main workflow state — Switch organizations

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Switch organizations: Result or confirmation state — Switch organizations

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use switch organizations?

Use this guide when you need to understand or complete this workflow inside Settings, billing, and administration. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Start cleanSet up a campaign-ready workspace

Use the setup checklist before importing leads, connecting senders, or launching campaigns.

Open checklist

See it in the productExplore the DitLead platform