How to Switch Between Multiple Workspaces
Learning how to switch between multiple workspaces allows you to seamlessly manage different businesses, client accounts, or personal networking profiles from a single login. When you switch workspaces, your dashboard instantly reloads to display the contacts, events, and billing specific to that selected account.
This guide provides a quick overview of how to toggle between your available workspaces.
Switching Between Workspaces
You can switch contexts at any time without needing to log out or open a new browser tab.
- Locate the Workspace Menu: In the main navigation bar, your currently active workspace's name and logo are displayed.
- Open the Switcher: Click on your current workspace name to open a dropdown menu. This list shows all workspaces you own and any team workspaces you've been invited to.
- Select Your Workspace: Click on the name of the workspace you wish to view.
- Instant Reload: The platform will immediately reload your dashboard, CRM, and active AI context to reflect the newly selected workspace.
Note on Browser Memory: The platform automatically remembers your active workspace selection. When you return to the platform later, you'll be taken to the last workspace you were viewing.
Troubleshooting: Missing Workspace
If a workspace you expect to see is missing from your dropdown list, consider these common reasons:
Pending Invitation
If you were recently invited to a new team but haven't accepted the invitation yet, the workspace won't appear in your switcher. You must click the secure link in your invitation email (or obtain a direct link from your administrator) to officially join the team.
Workspace Deleted
If the workspace owner has permanently deleted the workspace, it will be automatically removed from your list of available accounts.