Documentation & Guides

Switch Workspace

Prerequisites

  • You are signed in and on the Dashboard (Recents or Library view).
  • You belong to more than one workspace (team).

Steps

  • 1. Locate the Workspace dropdown: In the left sidebar under Work Space, click the current workspace name or icon.
  • 2. Open the dropdown menu: Click the workspace name or arrow to expand the menu listing your available workspaces.
  • 3. Select a different workspace: In the list, click the name of the workspace you want to switch to.
  • 4. Confirm the switch: The Dashboard reloads to display contracts and data for the selected workspace. The workspace name in the header updates to reflect your new selection.

Tips

  • If you don’t see a workspace you expect, ensure you have been granted access by your administrator.

Watch The Guide