Creating a New Workspace

Navigate to the upper left corner and click on your company. Label your new Workspace, if it is a client, we recommend labeling it with their company name.

Based on your billing contract, you will see your next invoice updated with a prorated addition of the new workspace.

Switch Between Workspaces

To switch your workspace, simply go back up to the upper left corner and click the Workspace name to show a dropdown menu of all of the workspaces you have access to, then select the one you'd like to be in.

Leaving or Closing Your Workspace

Still have questions? Reach out to us at or start a chat with us!

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