A workspace keeps one business's members, apps, plans, and data together. If your account belongs to more than one workspace, always confirm which one is active before making a change.
Open the workspace selector
Open your profile menu and use the workspace name to enter the workspace selector. It lists every workspace you belong to together with your role. Choose the workspace you want to use, and the platform reloads the current area with that workspace's information.
If your plan allows another workspace, the selector also offers Create workspace.
You can leave a workspace you do not own from this selector. A workspace you own cannot be left; it must be deleted before it stops belonging to your account. Ownership transfer is planned for a future release and is not currently available.
What changes when you switch
- The apps and plans you can use.
- Team members and their access.
- Billing information and subscription changes.
- Documents, settings, and activity belonging to that workspace.
For example, opening Invoices after switching shows only documents available in the active workspace.
Why every page changes with the active workspace
The platform remembers the workspace you selected instead of requiring a different address for every page. This keeps navigation simple, but it also means you should check the workspace name before editing, inviting, buying, or cancelling anything.
Saved links
A saved link to a document or app works only when your account has access to the workspace that owns it. If you do not have access, the platform will not show that information.
Your last workspace and browser tabs
The platform remembers the last workspace selected for your session. When you sign out and return, that is normally the workspace you see first.
All tabs in the same browser share that selection. If you switch workspaces in one tab, the other tabs will use the new selection too. Use a different browser or a private window when you need to view two workspaces side by side.
If a workspace is missing
Ask its owner or administrator to confirm that your membership is active. Support cannot add you to a private workspace without the owner's authorization.