Workspaces & switching
Belong to more than one workspace, switch between them, and create new ones.
A workspace is one self-contained account — its own clients, projects, people, rates, and settings. You can belong to several workspaces (with a different role in each), and switch between them freely.
Switching workspaces
The workspace switcher sits at the bottom of the sidebar, showing your active workspace's logo. Click it to see every workspace you belong to and switch — the app reloads into that one. Everything you see — projects, reports, teammates — is always scoped to the active workspace.
Creating a workspace
From the switcher, + New workspace creates a fresh one with you as owner. Useful for separating, say, your own consultancy from a side project.
Renaming and logo
An admin sets the workspace name and logo in Settings → General — these show in the sidebar and on shared links.
Only an owner can delete a workspace, from the Danger zone in General settings. It requires typing the name to confirm. Everyone loses access immediately and every member is emailed, but it isn't erased right away: it stays restorable for 30 days from Profile → Data & privacy, then it's permanently erased.
If you're brought in as a collaborator, you keep your own workspace — the shared work simply appears alongside it. You're not joining theirs.