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Staff & Team

Switch to a Manager or Accountant account

As Owner/Admin, open a Manager's or Accountant's account in one click to see exactly what they see, then return to your own account.

Who can use it
Owner/Admin only
Where to find it
Team Management → Switch To Account

Switch To Account lets the salon owner check what a Manager or Accountant can see and do — without asking for their password.

What this feature does

It lists the Manager and Accountant accounts of the current outlet. Click one and SalonBill opens the app as that person, with their permissions. A banner stays on screen so you can Return to Admin at any time.

Who can use it

Only the Owner/Admin. Other roles see "Only an Admin or Owner can switch accounts."

Where to find it

Team Management → Switch To Account.

How to use it

  1. Open Team Management → Switch To Account.
  2. Search for the person and click their row.
  3. SalonBill reloads as that account. Check the menus, pages and buttons they have.
  4. Click Return to Admin in the banner to go back to your own account.

Important rules and limits

  • Only Manager and Accountant accounts are listed. Employees use the mobile app and their personal report link instead.
  • Anything you do while switched is done as that person and appears in the activity log under their name — use it to look, not to make changes.
  • Change what someone can do on the Permissions page, then switch again to check.

Common problems

"No Manager or Accountant accounts found for this outlet"?

Nobody in the current outlet has the Manager or Accountant role. Check the outlet selected in the top bar, or add the role in Team Management → Staff.

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