How to Select and Switch Workspaces
If you have access to multiple workspaces — either ones you created or ones you were invited to — you can switch between them easily. Each workspace is completely independent with its own data.
Method 1: Using the Workspace Switcher
Click on the current workspace name displayed in the top navigation bar. A dropdown or selector will appear showing all workspaces you have access to. Click on the one you want to switch to.
Method 2: Using the Workspace Page
Navigate to /workspace or click "Workspaces" from the navigation menu. This page lists all your workspaces with details like the plan, number of members, and your role. Click "Select" next to the workspace you want to use.
What Happens When You Switch
When you switch workspaces:
- The Dashboard, navigation, and all data views update to show the selected workspace's data.
- All actions you take (creating clients, sending invoices, etc.) apply to the selected workspace.
- Your personal profile and account settings remain the same across all workspaces.
Always check which workspace you're currently in before performing actions. The active workspace name is always visible in the top navigation bar.