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How to Select and Switch Workspaces

If you're a member of multiple workspaces, you can easily switch between them. Here's how:

Accessing Workspace Selection

Click on "Workspaces" in the navigation menu, or visit /workspace.

Viewing Your Workspaces

You'll see a list of all workspaces you're a member of, showing:

  • Workspace name
  • Your role in the workspace (Admin, Member, etc.)
  • Membership status
  • Currently selected workspace (marked with "Selected" badge)

Selecting a Workspace

To switch to a different workspace:

  1. Find the workspace you want to switch to
  2. Click the "Select" button on that workspace card
  3. You'll be redirected to the dashboard for that workspace

Current Workspace Indicator

The currently selected workspace will:

  • Have a blue border highlight
  • Display a "Selected" badge
  • Show a disabled "Selected" button (non-clickable)

Workspace Context

All your activities (creating clients, projects, invoices, etc.) will be associated with the currently selected workspace. Make sure you're in the correct workspace before performing actions.

💡 Tip:

The workspace selector in the top navigation bar shows your current workspace. Click it to quickly access workspace management.