If your account has access to more than one franchise system, CoreBridge shows a banner at the top of every screen so you can see which system is active. You can switch systems from the Account menu without signing out.
CoreBridge uses a shared domain for franchise systems. The banner, not the URL, is how you identify which system is active.
Table of Contents
- Important Information
- Current System Banner
- Switching Between Franchise Systems
- Data Isolation Between Systems
- If You Do Not See the Banner or Switcher
- Frequently Asked Questions
- Related Articles
Important Information
- The banner and system list appear only when your account has access to two or more franchise systems.
- If you have access to one system, you do not see the banner or a system list in the Account menu.
- Orders, companies, settings, and reports belong to the system that is active in the banner. Confirm the banner before you enter data or run reports.
Current System Banner
When your account is linked to more than one system, a banner appears at the top of every screen. The banner updates when you switch systems.
- System name - The name of the franchise location that is currently active.
- Timezone - The timezone for that location. Use this when you review dates, times, and scheduled work.
Note: Sign out from the Account menu when you are finished. For more information, see Administration Sign-In.
Switching Between Franchise Systems
You can switch to another franchise system without signing out.
1. Click the Account menu.
2. Select the franchise system you want to work in.
CoreBridge reloads with that system active. The banner updates to the selected system name and timezone. After you switch, orders, reports, and settings apply to the selected system until you switch again or sign out.
Note: Switching systems does not sign you out. Save any unsaved work before you switch, because CoreBridge reloads the screen.
Data Isolation Between Systems
Each franchise system is independent.
- Companies, orders, estimates, and invoices are separate per system.
- Settings (including products, materials, and workflow) are maintained independently for each system.
- Reports reflect data from the system that is active in the banner.
- Employees can have access in more than one system. Each system's employee list and permissions are managed independently.
If You Do Not See the Banner or Switcher
The banner and system list appear only when your account has access to more than one franchise system. If you do not see them:
- Confirm that your account is linked to each system you need. Contact CoreBridge Support if you need access added.
- Sign out and sign in again so a new session can pick up recently added access.
- Confirm you are signing in with the email address that has access to those systems. If each location uses a separate login, sign in with the credentials for that system instead of using the switcher.
Frequently Asked Questions
1. How do I know which system I am in?
Answer: The system name is displayed in the banner at the top of the screen. If you do not see a banner, your account has access to a single system.
2. Can I have two systems open at the same time?
Answer: Yes. You can open CoreBridge EVO in separate browser tabs. Each tab operates independently and shows its own banner for the system that is active in that tab.
3. Does switching systems affect my current work?
Answer: Switching systems reloads the screen. Save any unsaved work in the current system before you switch.
4. Do franchise systems share the same URL?
Answer: Yes. CoreBridge EVO uses a shared domain for franchise systems. The banner identifies which system is active.
5. The Account menu lists systems I do not recognize. What should I do?
Answer: Contact CoreBridge Support to review which systems are associated with your account. An administrator may have granted access to additional systems that are no longer needed.
Related Articles
Administration Sign-In
System Navigation Overview
For questions on features and functionality, please visit our Knowledge Base or contact supportdesk@corebridge.net.