Account & billing · 2 min read
Switch workspaces and understand access restrictions
Find out why an action or record may be unavailable.
Before you start
Your company menu lists workspaces you belong to when you have more than one.
Step by step
Confirm the active company
Check the company name in the sidebar before creating or editing records.
Switch when needed
Open the company menu and select the intended workspace. The app returns you to that workspace’s Dashboard.
Check your role and projects
Open Account Settings to review your role. Ask the workspace owner or admin to check project assignments when expected work is missing.
Check subscription or lock status
Read any access message. Some features require an eligible plan; a read-only workspace prevents edits, while approved or otherwise locked documents may need a supported action.
What happens next
Your visible records and available actions follow the active workspace, role, project assignments, subscription, and document state.
Good to know
Changing workspace does not copy records between companies. Docs remains readable without signing in, even when app editing is unavailable.
Sign in to use this feature. Available actions depend on your workspace access.