Switching Between Organizations

Use the workspace identity near the top of the sidebar to move between organizations available to your signed-in account.

Switch workspaces

  1. Save your current work and confirm the save completed.
  2. Select the workspace name or logo in the sidebar.
  3. In Workspaces, review the organization name, subdomain, and role shown for each choice. The current workspace has a check mark.
  4. Select the destination organization.
  5. Wait for the destination to load and complete any required sign-in, MFA, or onboarding step.
  6. Confirm the destination name and role before continuing.

What opens

The switch takes you to the destination workspace's entry page. An organization with unfinished onboarding may open its onboarding workflow. It does not carry the current case page into the new organization as the same case.

When there is no menu

If only one available workspace is returned, the sidebar may display its identity without a selection menu. If discovery fails, the control can show an option to retry loading workspaces. An invitation not yet completed, a different signed-in identity, or disabled membership can explain a missing organization.