--- title: Client Profile and Multi-Entity Navigation description: This article explains how to manage and switch between multiple entities within CNS Treasury, ensuring each profile’s settings, data, and transactions are kept separate. --- [Skip to content](https://kb.cnstreasury.com/cns-treasury-knowledge-base/client-profile-and-multi-entity-navigation#main-content) English Show submenu for translations ![Primary Logo png-Dec-18-2023-02-56-38-8732-AM.png\]](https://kb.cnstreasury.com/hs-fs/hubfs/Primary%20Logo%20png-Dec-18-2023-02-56-38-8732-AM.png?height=50&name=Primary%20Logo%20png-Dec-18-2023-02-56-38-8732-AM.png) Open main navigation Close main navigation - English Show submenu for translations - Go to cnstreasury.com Go to cnstreasury.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [CNS Treasury Knowledge Base](https://kb.cnstreasury.com/cns-treasury-knowledge-base?hsLang=en) 2. [Getting Started With CNS](https://kb.cnstreasury.com/cns-treasury-knowledge-base/getting-started-with-cns?hsLang=en) # Client Profile and Multi-Entity Navigation ## This article explains how to manage and switch between multiple entities within CNS Treasury, ensuring each profile’s settings, data, and transactions are kept separate. #### **1. When to Use Multiple Client Profiles** If you manage more than one entity (for example, a New Zealand entity and an Australian entity), you’ll need to switch profiles to: - Separate transactions and journal entries by legal entity. - Ensure forecasts and exposures are recorded in the correct profile. - Apply entity-specific settings, market configurations, and dashboards. --- #### **2. How to Switch Between Entities** 1. **Check Your Current Profile** - The entity name is shown at the top of your CNS dashboard (e.g., *Mentos Ltd*). 2. **Open the Client Profile Menu** - In the left-hand navigation, select **Client Profile**. 3. **Select a New Entity** - A list of available entities will be displayed (e.g., *Mentos Ltd*, *Mentos Exports*, *Mentos Bros*). - Click on the entity you want to switch to. 4. **Save Your Selection** - Click **Save** to confirm. - Your dashboard, settings, and data will now reflect the selected entity. --- #### **3. Example: Different Entity Profiles** - **Mentos Exports Ltd** – Exporter profile, selling NZD and buying foreign currencies. - **Mentos Ltd** – Importer profile, buying NZD and selling foreign currencies. These are completely separate configurations and must be managed independently. --- #### **4. Default Profile** - When you log in, CNS will default to your main client profile. - If you need to work in another entity, switch profiles before running reports, entering trades, or updating forecasts. --- #### **5. Support** If you have any questions about multi-entity navigation, contact **support@cnstreasury.com**. --- **Next in the series:** In Part 3, we’ll cover **business units and hedging portfolios**. - [Getting Started With CNS](https://kb.cnstreasury.com/cns-treasury-knowledge-base/getting-started-with-cns?hsLang=en) - [User Guides](https://kb.cnstreasury.com/cns-treasury-knowledge-base/user-guides?hsLang=en#main-content) - [Bulk Upload](https://kb.cnstreasury.com/cns-treasury-knowledge-base/user-guides?hsLang=en#bulk-upload) - [CNS Treasury Dashboards](https://kb.cnstreasury.com/cns-treasury-knowledge-base/user-guides?hsLang=en#cns-treasury-dashboards) - [Entering Foreign Exchange Data](https://kb.cnstreasury.com/cns-treasury-knowledge-base/user-guides?hsLang=en#entering-foreign-exchange-data) - [Navigating our FX Hedge Accounting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/user-guides?hsLang=en#navigating-our-fx-hedge-accounting) - [FAQs](https://kb.cnstreasury.com/cns-treasury-knowledge-base/faqs?hsLang=en#main-content) - [Understanding Calculations in CNS](https://kb.cnstreasury.com/cns-treasury-knowledge-base/faqs?hsLang=en#understanding-calculations-in-cns) - [Hedge Accounting Workflows](https://kb.cnstreasury.com/cns-treasury-knowledge-base/faqs?hsLang=en#hedge-accounting-workflows) - [How to's?](https://kb.cnstreasury.com/cns-treasury-knowledge-base/faqs?hsLang=en#how-tos) - [Foreign Exchange Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#main-content) - [FX Instruments](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#fx-instruments) - [Exposure Handling](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#exposure-handling) - [Connectivity](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#connectivity) - [FX Dashboard](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#fx-dashboard) - [Pre-Trade Tools](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#pre-trade-tools) - [FX Reporting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#fx-reporting) - [FX Hedge Accounting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#fx-hedge-accounting) - [Audit](https://kb.cnstreasury.com/cns-treasury-knowledge-base/foreign-exchange-module?hsLang=en#audit) - [Hedge Accounting IFRS9 Compliance](https://kb.cnstreasury.com/cns-treasury-knowledge-base/hedge-accounting-ifrs9-compliance?hsLang=en#main-content) - [FX Hedge Accounting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/hedge-accounting-ifrs9-compliance?hsLang=en#fx-hedge-accounting) - [Money Markets Hedge Accounting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/hedge-accounting-ifrs9-compliance?hsLang=en#money-markets-hedge-accounting) - [Commodities Hedge Accounting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/hedge-accounting-ifrs9-compliance?hsLang=en#commodities-hedge-accounting) - [CNS Freemium](https://kb.cnstreasury.com/cns-treasury-knowledge-base/cns-freemium?hsLang=en#main-content) - [CNS Freemium User Assistance](https://kb.cnstreasury.com/cns-treasury-knowledge-base/cns-freemium?hsLang=en#cns-freemium-user-assistance) - [Money Markets Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/money-markets-module?hsLang=en#main-content) - [Money Market Instruments](https://kb.cnstreasury.com/cns-treasury-knowledge-base/money-markets-module?hsLang=en#money-market-instruments) - [Money Market Exposure](https://kb.cnstreasury.com/cns-treasury-knowledge-base/money-markets-module?hsLang=en#money-market-exposure) - [Money Market Reporting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/money-markets-module?hsLang=en#money-market-reporting) - [Commodities Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/commodities-module?hsLang=en#main-content) - [Commodity Swaps](https://kb.cnstreasury.com/cns-treasury-knowledge-base/commodities-module?hsLang=en#commodity-swaps) - [Commodities Reporting](https://kb.cnstreasury.com/cns-treasury-knowledge-base/commodities-module?hsLang=en#commodities-reporting) - [Product Workflows](https://kb.cnstreasury.com/cns-treasury-knowledge-base/product-workflows?hsLang=en#main-content) - [Foreign Exchange Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/product-workflows?hsLang=en#foreign-exchange-module) - [Money Markets Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/product-workflows?hsLang=en#money-markets-module) - [Commodities Module](https://kb.cnstreasury.com/cns-treasury-knowledge-base/product-workflows?hsLang=en#commodities-module) [![](https://kb.cnstreasury.com/hubfs/CNS%20Logo%20Primary%20RGB-01.svg)](http://www.cnstreasury.com?hsLang=en) cnstreasury.com Help Center Copyright © 2026, CNS Treasury Limited