If you belong to more than one workspace, switch from the arrow next to the workspace name on the home page, or from Switch Workspaces in your profile menu. In the same window, select Default on a workspace to make it the one that opens when you sign in.
You do not need to sign out. Accept the invitation from each workspace and move between them freely.
Example: an outside auditor works in two clients' compliance workspaces. She sets the client with fieldwork this month as her default, so it opens first every morning.
Plan Availability | All plan types. |
Permissions | Every member, Guests included, switches between the workspaces they belong to. |
Platform | Web |
Related Reading |
Switching from the home page
On the home page, select the arrow to the right of the workspace name.
In the Choose Workspace window, select the workspace you want.
The page refreshes on that workspace's home page.
Switching from the profile menu
Select your profile icon in the upper-right corner.
Select Switch Workspaces.
Select the workspace name. The page refreshes on its home page.
Note: Switch Workspaces shows only for members who belong to more than one workspace.
Setting a default workspace
Open the Switch Workspaces window by either route above.
Select Default on the workspace you want to open after sign-in. The button turns green.
To change it, select Default on another workspace.
If you are removed from your default workspace, another of your workspaces becomes the default until you change it.
Tip: Make the workspace you use most your default. You can still switch at any time without signing out.
Frequently asked questions
Why do I not see Switch Workspaces in my menu?
Why do I not see Switch Workspaces in my menu?
The item shows only when your profile belongs to more than one workspace. Accept the invitation to the second workspace first.
What happens if I am removed from my default workspace?
What happens if I am removed from my default workspace?
Another of your workspaces becomes the default until you change it in the Switch Workspaces window.
Can we have a second workspace for testing?
Can we have a second workspace for testing?
A member can belong to several workspaces. A solution can be duplicated into another workspace where you are an Administrator or Solution Creator, but its automations are not copied. A Sandbox workspace for testing is available too.
Do I need to sign out to switch?
Do I need to sign out to switch?
No. Switching opens the other workspace's home page without signing you out.
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Last verified 1 Nov 2026.