Learning Center/Workspace & sidebar/Switching between organizations

Switching between organizations

Learn how to efficiently switch between multiple organizations and understand your access levels in each workspace.

How to Switch Organizations

Quick steps to move between your organizations

1

Access Organization Switcher

Click on your current organization name in the top-left corner of the sidebar

2

Select Organization

Choose from the dropdown list of organizations you have access to

3

Confirm Switch

Click on the organization you want to switch to - the page will reload with the new context

Understanding Your Access

Organizations You Own

Organizations where you have Owner role with full administrative access

  • Full access to all features and settings
  • Ability to invite and manage team members
  • Billing and subscription management
  • Organization deletion capabilities

Organizations You're a Member Of

Organizations where you've been invited as Admin or Member

  • Access based on your assigned role
  • View and edit permitted content
  • Participate in team collaboration
  • Limited administrative capabilities

Organization Management Tips

Keep Organizations Organized

Use clear, descriptive names for your organizations to avoid confusion

Set Default Organization

Choose which organization to load by default when you sign in

Review Access Regularly

Periodically review which organizations you have access to and your roles

Use Consistent Naming

Establish naming conventions for organizations, especially if managing multiple ventures

Organization Switching Mastered!

You now know how to efficiently switch between organizations and understand your access levels. Ready to explore team management?