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Switching between strata corporations

How to work in more than one strata with the same Pleno account.

Updated

What it is

One Pleno login can belong to more than one strata. When that happens, you pick which strata you are working in.

What you can do

  • At sign-in, if you have multiple memberships, Pleno may ask you to select a strata
  • From the app, switch to another strata when you need to move to another membership
  • On the mobile app, tap your building at the top left (or your avatar) and choose another building in the account sheet. When Pleno needs you to pick one as the app opens, it shows Choose your building first.
  • In a phone browser, tap your building at the top left, or open More in the bar at the bottom (council), and choose another building. Add strata account is at the end of the same list.

Your role can differ by strata. You might be president in one strata and a resident in another.

Pleno's emails about a card (council votes and their reminders, contractor conversations) link to that card. When the card is in a strata other than the one you're working in, the link opens a page that says, for example, "This card is in Maple Court. Switch to it?":

  • Switch to Maple Court switches you and opens the card (or its vote).
  • Stay in your current strata leaves everything as it is.

Switching applies to your login, so your other signed-in devices move to that strata too. When the card is already in the strata you're working in, the link goes straight to it. If you aren't on council in that strata, the link shows a page not found.

A link Pleno can no longer check (from an older email, or one cut short on the way) opens the card in the strata you're working in, without asking or switching. If the card is in another strata, switch there yourself and open it from the board.

Who can do it

Anyone with more than one active membership.

Limits and things to know

  • Data never mixes between strata corporations. Cards, reports, and documents always belong to the active strata.
  • The active strata is the same on every device you're signed in on: switching on your phone switches your computer too.
  • Notifications and billing settings are per strata.
  • If you leave a strata from Settings → Privacy & data, that membership is removed; your other memberships are unchanged.