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Getting StartedWorkspace Switching

Workspace Switching

If you belong to multiple workspaces, you can easily switch between them.

How to Switch Workspaces

Workspace selection happens when you log in:

  1. Log out of your current workspace
  2. Log in with your email and password
  3. If your account belongs to more than one workspace, a Select Workspace to log into dialog appears
  4. Click Login on the workspace you want to enter — the app opens with that workspace’s data

If your account belongs to only one workspace, you’re logged into it directly — no selection dialog appears.

Each workspace is completely isolated — your projects, tasks, leads, and team members are separate in each workspace.

Common Use Cases

  • Multiple companies — Manage separate businesses from one account
  • Client projects — Join a client’s workspace while keeping your own
  • Freelancing — Maintain a personal workspace alongside your employer’s
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