Watch this quick demo to learn how to switch between your Admin and personal employee accounts.
How Account Switching Works
Depending on your account setup, switching between accounts may happen automatically or require assistance. Here’s what you need to know:
1. New Admins without an existing employee account
If you create a new Admin account and do not have an existing employee account, Cocoon will automatically create an employee account for you in case you need to plan a leave in the future.
You will be able to switch between accounts automatically—no extra steps needed.
2. New Admins with an existing employee account
If you have been provided a new Admin account by your employer, and you already have an employee account, please reach out to [email protected] and we will help merge the two accounts.
Once your accounts are merged, you’ll be able to switch between accounts seamlessly as shown in the video above.
3. Existing Admin and employee accounts (not yet linked)
If you already have both an Admin and an employee account, but they are not linked, please reach out to [email protected], and we’ll help you merge the two accounts.
Once your accounts are merged, you’ll be able to switch between accounts seamlessly as shown in the video above.
4. Existing Admin Account, no employee account
Admins have the option to create a personal employee account from their Admin Dashboard by:
1) Clicking the three dots next to their name
2) Choosing "Create an employee account" from the dropdown
3) After your employee account is created, you’ll receive a prompt to contact [email protected] for assistance linking the two accounts.
Once merged, you’ll be able to switch between accounts seamlessly as shown in the demo above.
Need Help?
If you experience any issues switching between accounts or need assistance with merging accounts, don’t hesitate to contact us at [email protected].