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#

1. Click the workspace selector
2. A dropdown lists all your workspaces
3. 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:

1. Workspace selector (top) — Switch, create, or join
2. Finance section — Financial overview, bookkeeping, invoices
3. Navigation — Chat, Tasks, Calendar, Whiteboard, Files, Clients
4. Business section — Roles, users, teams, invites, billing
5. 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.