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Workspaces & switching

Understand how workspaces keep each organisation separate, and move between the ones you belong to.

4 articles

What is a workspace?A workspace is a separate, private space for one organisation, with its own records, members and settings.2 min read
Switch workspacesUse the workspace switcher in the top-left corner to move between the workspaces you belong to.1 min read
Add another workspaceSet up an extra workspace, such as a supplier or affiliate workspace, under the same account.1 min read
Workspace rolesEvery workspace member is an owner, admin, member or viewer. Here is what the roles are for and who becomes owner.1 min read

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