Workspaces

Workspaces

Create, define and switch between workspaces.

  • Go to: Company icon (bottom-left corner of screen) to open the side menu and:
    – View a list of your existing companies
    – Switch to another of your existing companies
    – Create a new company/workspace

  • Click on the name of any company listed to switch directly to that workspace

  • To add a new workspace:
    – Click on Add new company
    – Add company name and optionally a logo – these both can be modified later on
    – Select a default currency for the company and consequently all budgets, costs and rates created within this workspace – this cannot be changed once selected
    – Read and accept the Subscription Agreement
    – Click Create workspace to finish creating your company

  • A newly created workspace will automatically be added to your list of current companies you can switch to

  • A user can create up to 10 companies and can be a member of (get invited to) an unlimited number of workspaces