How do I add a teammate?
How do I add a teammate?
Open Workspace Settings → Team, click Invite member, and enter their email. They’ll get a sign-in link. See Invite Teammates.
Should I use separate workspaces for different clients?
Should I use separate workspaces for different clients?
Yes. Create one workspace per client or site — each keeps its own connections, settings, and data. See Create a Workspace.
Can one workspace see the accounts of another?
Can one workspace see the accounts of another?
No — workspaces are isolated by design, and there’s no “super workspace” that spans them. If a set of accounts belongs to the same business, connect them all to one workspace instead. See Managing Multiple Accounts.
How do I switch between workspaces?
How do I switch between workspaces?
Use the workspace switcher at the top-left and pick another workspace.