What is a company picker and why you would use it?

A company picker allows you to set your list of Favorite Companies and acts as a shortcut to them.

• Where to View Your Company Picker
• How to Add a Company to the Picker

Where to View Your Company Picker

How to Add a Company to the Picker

Companies are added to the picker by having the ‘Star’ selected for their account.

Companies are ‘Starred’ through the following methods:

1. When a company signs up for Yeti, this company is added as a favorite by default.
   • this listing allows users to easily switch back to their own company
2. Whenever a company creates a Client or Sub-Contractor, they are automatically assigned as favourites
   • the picker will display whether the company is a Client or Sub-Contractor
3. Manually click the ‘Star’ for Client or Sub-Contractor accounts

Note: Starred companies will not list on the company picker when you are not allowed to switch to their environment. Switch environment is not allowed if you are not the company’s sponsor or if you are not one of its users, or if the company is experiencing subscription issues.