Workspace Management
Manage multiple workspaces, switch between them, and configure workspace-level settings.
Workspace Selector#
The workspace selector is at the top of the sidebar. It shows the current workspace logo and name.
Switch Workspaces#
- Click the workspace selector
- A dropdown lists all your workspaces
- Click any workspace to switch
From the Dropdown#
- Workspace name — Switch to that workspace
- Create Workspace — Start the workspace creation flow
- Join Workspace — Enter an invite code to join
Multi-Workspace Navigation#
Each workspace has its own:
- Chats and contacts
- Tasks and projects
- Files and folders
- Financial data (bookkeeping, invoices, etc.)
- Team members and roles
Switching workspaces changes all of these contexts.
Workspace Settings#
Access settings from the sidebar:
- Profile — Your personal profile (name, avatar, status)
- Billing — Subscription and usage (owners only)
- Settings — Language, theme, notifications, finance format
See Settings for details.
No Workspace View#
If you have no workspaces (e.g., new account), the dashboard shows two options:
- Create a Workspace — Start a new workspace
- Join a Workspace — Enter an invite code
Sidebar Layout#
The sidebar contains:
- Workspace selector (top) — Switch, create, or join
- Finance section — Financial overview, bookkeeping, invoices
- Navigation — Chat, Tasks, Calendar, Whiteboard, Files, CRM
- Business section — Roles, users, teams, invites, billing
- Profile (bottom) — Avatar, status, logout
Client Access Mode#
Users invited as clients see a restricted sidebar with only:
- Chat — With channel list
- Files — With shared folders only
Clients cannot access tasks, calendar, whiteboard, or financial modules.