If you belong to more than one workspace, you'll need to switch between them throughout your day.
The profile menu
The fastest way:
- Click your avatar top-right to open the profile menu.
- The current workspace name appears near the bottom of the menu, prefixed with 🏢.
- When you belong to more than one workspace, a small Switch ⇄ link appears next to the current name. Click it.
The platform takes you to /workspace/select — the picker.
The picker (/workspace/select)
The picker lists every workspace you belong to with the role you have in each. Click a workspace to switch into it. The platform reloads and everything you see — invoices, clients, settings, audit log — is filtered to that workspace.
From the picker you can also:
- Leave a workspace you do not own. Workspaces you own are not leaveable from here — see Your first workspace for the delete-vs-transfer path.
- Create a new workspace via the link to
/workspace/create.
The profile menu has the same shortcut: Create workspace.
Remembering your last workspace
The platform remembers which workspace was last active for your session. Sign out and back in, and you land in the same workspace you left.
Why the URL doesn't include the workspace
The active workspace lives in your session, not in the URL. That means:
/invoicesshows the invoices of whichever workspace you have active right now.- A bookmark to
/invoices/show?id=42only works for members of the workspace that owns that invoice — others get a 404.
Two browser tabs, two workspaces
The session is shared across tabs, so opening Workspace A in one tab and Workspace B in another does not work the way you'd hope — both tabs will show whichever workspace was switched to last.
If you really need to look at two workspaces side by side, use two different browsers (or one browser + an Incognito window).