A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate and group your organisations and users, so you may choose to create one or more workspaces for this purpose.

It is very easy to switch between your workspaces. The steps to move from one workspace to another are shown below.

  1. Click on the ellipsis next to your name at the top right of any screen in the app.

  2. Select the workspace you want to open from the drop-down.

  3. The screen will refresh and open the Dashboard for the workspace you have selected. You'll see name of the workspace displayed under your name at the top right.

  4. When you have more than one organisation in a workspace the Dashboard will open to the first organisation in the list of organisations.

    To look at another organisation in your workspace click on the arrow to the right of the organisation name shown just beneath the your name at the top right. Select the organisation you want to look at from the drop-down.

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