How to change the default organization for a CRM user

The Organization that is retrieved when a user accesses CRM website depends on the sequence in which the user is added to the Organizations:

Say user 1 and user 2 belongs to CRM organizations - Org1 and Org2. When user 1 tries to access CRM application through web client, it takes him to Org1. When user 2 tries to access CRM application through web client, it takes him to Org2. Reason being, the CRM Organization which is rendered when the users hit the CRM website depends on the sequence in which they were added to the Organizations. Please see the explanation below: 

If user 1 is added to Org1 and then added to Org2, when this user tries to access CRM, it will render Org1 and not Org2. Similarly if user 1 is added to Org2 and then to Org1, when this user tries to access CRM, it will render Org2 and not Org1.

In order to test this, create 2 users - crmtest1 and crmtest 2. Add crmtest1 to Org1 and then to Org2. Now, when crmtest1 user hits the CRM web page, it renders Org1 but not Org2. Add crmtest2 to Org2 and then to Org1. Now, when crmtest2 user hits the CRM web page, it renders Org2 but not Org1, which is absolutely expected behavior.

If you want to change the default CRM Organization to which the user accounts belongs to, follow the steps below:-

  1. Create a dummy account, say crmdummy.
  2. Launch CRM website as CRM administrator. Launch CRM hitting the Org2. Browse to Settings - Administration - Users - crmtest1 account.
  3. Erase the user name field Domainname\crmtest1 and enter the dummy account information Domainname\crmdummy, hit on tab key on keyboard, enter the last name information and click on save button.
  4. Now try accessing the CRM website, this will take you to Org1 but not to Org2 anymore. Reason being, we have erased the crmtest1's account information from the CRM database virtually.
  5. Now go back to the page where we remapped user1's account (in above step). Erase the user name field Domainname\crmdummy and enter Domainname\crmtest1, hit on tab key on keyboard, enter the last name information and click on save button.
  6. Now try accessing the CRM website as User1, this will take you to Org1 but not to Org2 anymore. Reason being, we have erased the crmtest1's account information from the CRM database virtually.