Switch between workspaces

If you belong to more than one workspace, for example your own and a team you were invited to, a Workspace menu lets you move between them.

Switch workspace

Use either of these:

• The Workspace menu at the bottom of the sidebar.
• Settings > General, in the Account panel. This menu also shows your role in each workspace.

Choose a workspace and the app reloads on its Home page. The menu only appears when you belong to at least two workspaces.

When you log in, QuietBill opens the workspace you joined most recently.

What is separate in each workspace

Each workspace is fully separate. It has its own:

• subscriptions, clauses, documents and review queue,
• plan, trial and billing,
• forwarding address and accountant upload links,
• team members and roles,
• Slack connection and monthly summary setting.

Your calendar feed and browser notifications are also set up per workspace. Switch to a workspace, then create its calendar link or switch on its notifications in Settings > Integrations.

Getting another workspace

Every account starts with one workspace. You join other workspaces by accepting an invite. You cannot create an extra workspace from inside the app.

Related

• Invite your team
• Roles: owner, admin and member
• A tour of the app