Getting started

How to switch between organizations

Move between companies you belong to without logging out when you manage multiple workspaces.

1 min readUpdated 10.07.2026

If your user belongs to more than one organization, switch the active workspace to work on the correct company data. See how to create another organization and how to manage multi-company or firm relationships.

Team page showing Switch organization cards for multiple companies.
Team page showing Switch organization cards for multiple companies.

Switch organization

  1. Open Team from the sidebar.
  2. Find the Switch organization section.
  3. Select the company you want to work on.
  4. Wait for the workspace to reload with that organization's data.

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