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