Switching Between Organisations

How it works

One sign-in identity (your email address) can belong to more than one workspace — for example a consultant who works with two firms. Each workspace keeps its own data, team and settings, and you can hold a different role in each. You are signed in to one workspace at a time.

How you get added to a second workspace

• An admin of the other workspace invites your email address from Settings → Team.
• You open the invite link. Because you already have an account, you are added as a member and not asked to create a second account or change your password.
• You see a message such as "You’ve been added to Example Traders Pvt Ltd. Sign in and use the org switcher to access it."
• Invite links expire after 7 days.

Switch workspace

• Look at the top bar for a button showing your current workspace name (its tooltip says "Switch workspace"). It only appears if you belong to more than one workspace.
• Click it to open "Your workspaces". Each line shows the workspace name and your role there; the current one is marked "current".
• Click another workspace. The app reloads on the Dashboard under that workspace.

Signing in when you have several

If your login belongs to more than one workspace, the sign-in screen shows "Choose a workspace to sign in to:" with one button per workspace. Pick one, and use the top bar switcher later to move.

What to know

• Your session is tied to the workspace you switched to. Staying signed in keeps you in that workspace, not your first one.
• Permissions are per workspace. You might be Admin in one and Viewer in another.
• People who belong to your workspace but whose home firm is elsewhere show a "guest (home firm elsewhere)" note on the Team card.
• If an admin deactivates your membership in a workspace, you can no longer switch into it and the app says "You are not a member of that workspace."

Common problems

• No switcher in the top bar — you only belong to one workspace, or the invite has not been accepted yet.
• "Could not switch workspace" — try again; if it keeps failing, sign out and back in, then ask an admin of the target workspace to confirm your membership is active.
• Wrong data showing — check the workspace name in the top bar before editing anything.